Kaizen Financial Strategies Select Sector Spdr Fund Health Transaction History

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024

A detailed history of Kaizen Financial Strategies transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Kaizen Financial Strategies holds 2,630 shares of XLV stock, worth $386,715. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,630
Previous 2,630 -0.0%
Holding current value
$386,715
Previous $383,000 5.74%
% of portfolio
0.24%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$138.43 - $147.09 $134,277 - $142,677
-970 Reduced 26.94%
2,630 $383,000
Q4 2023

Jan 18, 2024
SELL
$123.14 - $136.38 $30,785 - $34,095
-250 Reduced 6.49%
3,600 $490,000
Q3 2023

Oct 31, 2023
SELL
$128.74 - $136.24 $166,589 - $176,294
-1,294 Reduced 25.16%
3,850 $495,000
Q1 2023

May 10, 2023
SELL
$124.15 - $135.82 $252,769 - $276,529
-2,036 Reduced 28.36%
5,144 $665,000
Q4 2022

Jan 18, 2023
SELL
$121.85 - $140.1 $89,194 - $102,553
-732 Reduced 9.25%
7,180 $0
Q3 2022

Oct 18, 2022
SELL
$121.11 - $134.29 $117,476 - $130,261
-970 Reduced 10.92%
7,912 $958,000
Q2 2022

Jul 18, 2022
SELL
$119.89 - $142.83 $23,138 - $27,566
-193 Reduced 2.13%
8,882 $1.14 Million
Q1 2022

May 06, 2022
BUY
$126.55 - $139.44 $4,935 - $5,438
39 Added 0.43%
9,075 $1.24 Million
Q4 2021

Jan 26, 2022
BUY
$125.34 - $141.49 $62,293 - $70,320
497 Added 5.82%
9,036 $1.27 Million
Q3 2021

Nov 12, 2021
BUY
$127.07 - $136.85 $755,939 - $814,120
5,949 Added 229.69%
8,539 $1.09 Million
Q1 2021

May 28, 2021
SELL
$110.8 - $118.5 $577,268 - $617,385
-5,210 Reduced 66.79%
2,590 $302,000
Q4 2020

Feb 03, 2021
BUY
$101.66 - $113.44 $792,948 - $884,832
7,800 New
7,800 $885,000

Others Institutions Holding XLV

# of Institutions
1,923
Shares Held
202M
Call Options Held
10.6M
Put Options Held
16.4M
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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