Jfs Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 21,853 shares of XLV stock, worth $3.19 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
21,853
Previous 21,001 4.06%
Holding current value
$3.19 Million
Previous $2.86 Million 12.71%
% of portfolio
0.26%
Previous 0.24%

Shares

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

Apr 30, 2024
BUY
$138.48 - $147.86 $117,984 - $125,976
852 Added 4.06%
21,853 $3.23 Million
Q4 2023

Feb 07, 2024
BUY
$123.14 - $136.38 $181,631 - $201,160
1,475 Added 7.55%
21,001 $2.86 Million
Q3 2023

Nov 02, 2023
BUY
$128.74 - $136.24 $247,567 - $261,989
1,923 Added 10.92%
19,526 $2.51 Million
Q2 2023

Aug 07, 2023
BUY
$126.74 - $135.66 $39,416 - $42,190
311 Added 1.8%
17,603 $2.34 Million
Q1 2023

Apr 19, 2023
SELL
$124.15 - $135.82 $53,508 - $58,538
-431 Reduced 2.43%
17,292 $2.24 Million
Q4 2022

Feb 13, 2023
SELL
$129.86 - $140.1 $355,037 - $383,033
-2,734 Reduced 13.36%
17,723 $2.41 Million
Q3 2022

Oct 21, 2022
SELL
N/A
-420 Reduced 2.01%
20,457 $2.48 Million
Q2 2022

Aug 02, 2022
BUY
N/A
183 Added 0.88%
20,877 $2.68 Million
Q1 2022

May 02, 2022
SELL
N/A
-1,233 Reduced 5.62%
20,694 $2.84 Million
Q4 2021

Feb 03, 2022
BUY
N/A
978 Added 4.67%
21,927 $3.09 Million
Q3 2021

Nov 09, 2021
BUY
N/A
20,949 New
20,949 $2.67 Million
Q4 2020

Feb 01, 2021
SELL
N/A
-262 Closed
0 $0
Q3 2020

Oct 28, 2020
BUY
N/A
262 New
262 $28,000
Q4 2018

Jan 28, 2019
SELL
N/A
-241 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
241 New
241 $23,000
Q2 2018

Jul 26, 2018
SELL
N/A
-85 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
N/A
70 Added 466.67%
85 $7,000
Q4 2017

Jan 31, 2018
BUY
N/A
15
15 $1,000

Others Institutions Holding XLV

# of Institutions
1,832
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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email