A detailed history of Lake Hills Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 22,536 shares of XLV stock, worth $3.31 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
22,536
Previous 23,380 3.61%
Holding current value
$3.31 Million
Previous $3.41 Million 1.85%
% of portfolio
2.33%
Previous 2.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$143.3 - $157.24 $120,945 - $132,710
-844 Reduced 3.61%
22,536 $3.47 Million
Q2 2024

Jul 09, 2024

BUY
$138.43 - $147.09 $370,853 - $394,054
2,679 Added 12.94%
23,380 $3.41 Million
Q1 2024

Apr 04, 2024

SELL
$138.48 - $147.86 $243,447 - $259,937
-1,758 Reduced 7.83%
20,701 $3.06 Million
Q4 2023

Jan 22, 2024

SELL
$123.14 - $136.38 $4.09 Million - $4.53 Million
-33,223 Reduced 59.67%
22,459 $3.06 Million
Q3 2023

Oct 16, 2023

BUY
$128.74 - $136.24 $2.31 Million - $2.45 Million
17,978 Added 47.68%
55,682 $7.17 Million
Q2 2023

Aug 04, 2023

BUY
$126.74 - $135.66 $2.27 Million - $2.43 Million
17,945 Added 90.82%
37,704 $5 Million
Q1 2023

Apr 19, 2023

BUY
$124.15 - $135.82 $460,099 - $503,348
3,706 Added 23.09%
19,759 $2.56 Million
Q4 2022

Jan 17, 2023

BUY
$121.85 - $140.1 $1.96 Million - $2.25 Million
16,053 New
16,053 $0
Q1 2022

Apr 21, 2022

SELL
$126.55 - $139.44 $4.48 Million - $4.94 Million
-35,408 Closed
0 $0
Q4 2021

Jan 10, 2022

BUY
$125.34 - $141.49 $4.44 Million - $5.01 Million
35,408 New
35,408 $4.99 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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