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 $256,236. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,753
Previous 1,865 6.01%
Holding current value
$256,236
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
$121.85 - $140.1 $13,647 - $15,691
-112 Reduced 6.01%
1,753 $0
Q3 2021

Oct 28, 2021

BUY
$127.07 - $136.85 $25,414 - $27,370
200 Added 12.01%
1,865 $237,000
Q4 2020

Jan 20, 2021

BUY
$101.66 - $113.44 $30,498 - $34,032
300 Added 21.98%
1,665 $189,000
Q1 2020

May 13, 2020

BUY
$74.62 - $104.73 $85,066 - $119,392
1,140 Added 506.67%
1,365 $121,000
Q3 2019

Nov 12, 2019

SELL
$89.33 - $92.0 $23,404 - $24,104
-262 Reduced 53.8%
225 $20,000
Q4 2018

Feb 14, 2019

BUY
N/A
487 New
487 $42,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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