Lehman & Derafelo Financial Resources LLC Select Sector Spdr Fund Health Transaction History

Lehman & Derafelo Financial Resources LLC

  • $337 Million
  • Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 1,753 shares of XLV stock, worth $251,204. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,753
Previous 1,865 6.01%
Holding current value
$251,204
Previous $226,000 5.31%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
SELL
$129.86 - $140.1 $14,544 - $15,691
-112 Reduced 6.01%
1,753 $0
Q3 2021

Oct 28, 2021
BUY
N/A
200 Added 12.01%
1,865 $237,000
Q4 2020

Jan 20, 2021
BUY
N/A
300 Added 21.98%
1,665 $189,000
Q1 2020

May 13, 2020
BUY
N/A
1,140 Added 506.67%
1,365 $121,000
Q3 2019

Nov 12, 2019
SELL
N/A
-262 Reduced 53.8%
225 $20,000
Q4 2018

Feb 14, 2019
BUY
N/A
487 New
487 $42,000

Others Institutions Holding XLV

# of Institutions
1,835
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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