Laidlaw Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Laidlaw Wealth Management LLC

  • $170 Million
  • Q1 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 22,703 shares of XLV stock, worth $3.31 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
22,703
Previous 23,093 1.69%
Holding current value
$3.31 Million
Previous $3.15 Million 6.48%
% of portfolio
1.97%
Previous 1.15%

Shares

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

May 15, 2024
SELL
$138.48 - $147.86 $54,007 - $57,665
-390 Reduced 1.69%
22,703 $3.35 Million
Q4 2023

Feb 12, 2024
BUY
$123.14 - $136.38 $124,371 - $137,743
1,010 Added 4.57%
23,093 $3.15 Million
Q3 2023

Nov 13, 2023
SELL
$128.74 - $136.24 $679,489 - $719,074
-5,278 Reduced 19.29%
22,083 $2.84 Million
Q2 2023

Aug 11, 2023
SELL
$126.74 - $135.66 $76,804 - $82,209
-606 Reduced 2.17%
27,361 $3.63 Million
Q1 2023

May 12, 2023
SELL
$124.15 - $135.82 $1.47 Million - $1.61 Million
-11,856 Reduced 29.77%
27,967 $3.62 Million
Q4 2022

Feb 14, 2023
BUY
$129.86 - $140.1 $478,663 - $516,408
3,686 Added 10.2%
39,823 $5.41 Million
Q3 2022

Nov 14, 2022
BUY
N/A
5,314 Added 17.24%
36,137 $4.38 Million
Q2 2022

Aug 12, 2022
BUY
N/A
3,642 Added 13.4%
30,823 $3.95 Million
Q1 2022

May 12, 2022
BUY
N/A
2,916 Added 12.02%
27,181 $3.72 Million
Q4 2021

Feb 14, 2022
BUY
N/A
2,362 Added 10.78%
24,265 $3.42 Million
Q3 2021

Nov 12, 2021
BUY
N/A
3,235 Added 17.33%
21,903 $2.79 Million
Q2 2021

Aug 13, 2021
BUY
N/A
5,433 Added 41.05%
18,668 $2.35 Million
Q1 2021

May 17, 2021
SELL
N/A
-161 Reduced 1.2%
13,235 $1.55 Million
Q4 2020

Feb 16, 2021
BUY
N/A
6,280 Added 88.25%
13,396 $1.52 Million
Q3 2020

Nov 16, 2020
BUY
N/A
1,374 Added 23.93%
7,116 $751,000
Q2 2020

Aug 19, 2020
SELL
N/A
-1,143,372 Reduced 99.5%
5,742 $575,000
Q2 2020

Aug 13, 2020
BUY
N/A
1,144,346 Added 24000.55%
1,149,114 $12,000
Q1 2020

May 15, 2020
SELL
N/A
-3,182 Reduced 40.03%
4,768 $422,000
Q4 2019

Feb 14, 2020
BUY
N/A
7,950 New
7,950 $810,000

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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