A detailed history of Janiczek Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,921 shares of XLV stock, worth $274,472. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,921
Previous 1,921 -0.0%
Holding current value
$274,472
Previous $283,000 1.41%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 15, 2024

SELL
$138.48 - $147.86 $14,540 - $15,525
-105 Reduced 5.18%
1,921 $283,000
Q4 2023

Jan 26, 2024

BUY
$123.14 - $136.38 $5,664 - $6,273
46 Added 2.32%
2,026 $276,000
Q1 2023

Apr 21, 2023

SELL
$124.15 - $135.82 $10.6 Million - $11.6 Million
-85,305 Reduced 97.73%
1,980 $256,000
Q4 2022

Jan 20, 2023

BUY
$121.85 - $140.1 $10.6 Million - $12.2 Million
87,237 Added 181743.75%
87,285 $0
Q1 2022

May 05, 2022

SELL
$126.55 - $139.44 $3,163 - $3,486
-25 Reduced 34.25%
48 $7,000
Q3 2021

Oct 19, 2021

BUY
$127.07 - $136.85 $9,276 - $9,990
73 New
73 $9,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Janiczek Wealth Management, LLC Portfolio

Follow Janiczek Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Janiczek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janiczek Wealth Management, LLC with notifications on news.