Horizon Family Wealth, Inc. Select Sector Spdr Fund Health Transaction History

Horizon Family Wealth, Inc.

  • $124 Million
  • Q1 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 5,204 shares of XLV stock, worth $751,457. This represents 0.62% of its overall portfolio holdings.

Number of Shares
5,204
Previous 6,908 24.67%
Holding current value
$751,457
Previous $942,000 18.47%
% of portfolio
0.62%
Previous 0.8%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$138.48 - $147.86 $235,969 - $251,953
-1,704 Reduced 24.67%
5,204 $768,000
Q4 2023

Feb 07, 2024
SELL
$123.14 - $136.38 $504,258 - $558,476
-4,095 Reduced 37.22%
6,908 $942,000
Q3 2023

Nov 15, 2023
BUY
$128.74 - $136.24 $1.42 Million - $1.5 Million
11,003 New
11,003 $1.42 Million
Q2 2023

Aug 11, 2023
BUY
$126.74 - $135.66 $263,745 - $282,308
2,081 Added 15.99%
15,097 $2 Million
Q1 2023

May 05, 2023
SELL
$124.15 - $135.82 $149,973 - $164,070
-1,208 Reduced 8.49%
13,016 $1.69 Million
Q4 2022

Feb 06, 2023
SELL
$129.86 - $140.1 $626,314 - $675,702
-4,823 Reduced 25.32%
14,224 $1.93 Million
Q3 2022

Oct 28, 2022
BUY
N/A
9 Added 0.05%
19,047 $2.31 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-212 Reduced 1.1%
19,038 $2.44 Million
Q1 2022

May 06, 2022
SELL
N/A
-4,130 Reduced 17.66%
19,250 $2.64 Million
Q4 2021

Feb 11, 2022
BUY
N/A
23,380 New
23,380 $3.29 Million

Others Institutions Holding XLV

# of Institutions
1,834
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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