Kfa Private Wealth Group, LLC Select Sector Spdr Fund Health Transaction History

Kfa Private Wealth Group, LLC

  • $322 Million
  • Q1 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 6,908 shares of XLV stock, worth $1.01 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,908
Previous 5,865 17.78%
Holding current value
$1.01 Million
Previous $799,000 27.66%
% of portfolio
0.32%
Previous 0.29%

Shares

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

May 01, 2024
BUY
$138.48 - $147.86 $144,434 - $154,217
1,043 Added 17.78%
6,908 $1.02 Million
Q4 2023

Feb 02, 2024
BUY
$123.14 - $136.38 $91,616 - $101,466
744 Added 14.53%
5,865 $799,000
Q3 2023

Oct 25, 2023
SELL
$128.74 - $136.24 $14,161 - $14,986
-110 Reduced 2.1%
5,121 $659,000
Q2 2023

Jul 18, 2023
BUY
$126.74 - $135.66 $100,124 - $107,171
790 Added 17.79%
5,231 $694,000
Q1 2023

May 05, 2023
SELL
$124.15 - $135.82 $16,884 - $18,471
-136 Reduced 2.97%
4,441 $574,000
Q4 2022

Jan 31, 2023
SELL
$129.86 - $140.1 $2,727 - $2,942
-21 Reduced 0.46%
4,577 $621,000
Q3 2022

Nov 02, 2022
SELL
N/A
-4,169 Reduced 47.55%
4,598 $557,000
Q2 2022

Jul 18, 2022
BUY
N/A
309 Added 3.65%
8,767 $1.12 Million
Q1 2022

May 02, 2022
BUY
N/A
5,346 Added 171.79%
8,458 $1.16 Million
Q4 2021

Jan 26, 2022
BUY
N/A
136 Added 4.57%
3,112 $438,000
Q3 2021

Oct 18, 2021
BUY
N/A
121 Added 4.24%
2,976 $379,000
Q2 2021

Jul 22, 2021
BUY
N/A
4 Added 0.14%
2,855 $360,000
Q1 2021

May 06, 2021
BUY
N/A
745 Added 35.38%
2,851 $333,000
Q4 2020

Mar 08, 2021
BUY
N/A
2,106 New
2,106 $239,000

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
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