Leicht Financial Planning & Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History

Leicht Financial Planning & Wealth Management, Inc.

  • $182 Million
  • Q1 2024

A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 37,695 shares of XLV stock, worth $5.44 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares
37,695
Previous 38,644 2.46%
Holding current value
$5.44 Million
Previous $5.27 Million 5.65%
% of portfolio
3.05%
Previous 3.02%

Shares

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

Apr 30, 2024
SELL
$138.48 - $147.86 $131,417 - $140,319
-949 Reduced 2.46%
37,695 $5.57 Million
Q4 2023

Jan 12, 2024
BUY
$123.14 - $136.38 $125,972 - $139,516
1,023 Added 2.72%
38,644 $5.27 Million
Q3 2023

Oct 24, 2023
BUY
$128.74 - $136.24 $62,825 - $66,485
488 Added 1.31%
37,621 $4.84 Million
Q2 2023

Jul 13, 2023
SELL
$126.74 - $135.66 $17,363 - $18,585
-137 Reduced 0.37%
37,133 $4.93 Million
Q1 2023

May 04, 2023
SELL
$124.15 - $135.82 $5.32 Million - $5.82 Million
-42,869 Reduced 53.49%
37,270 $4.82 Million
Q4 2022

Jan 19, 2023
BUY
$129.86 - $140.1 $1.84 Million - $1.99 Million
14,180 Added 21.5%
80,139 $0
Q3 2022

Nov 07, 2022
SELL
N/A
-1,949 Reduced 2.87%
65,959 $7.99 Million
Q2 2022

Oct 28, 2022
SELL
N/A
-67,908 Reduced 50.0%
67,908 $8.71 Million
Q2 2022

Jul 13, 2022
BUY
N/A
101,000 Added 290.1%
135,816 $8.71 Million
Q1 2022

Apr 26, 2022
BUY
N/A
34,816 New
34,816 $4.77 Million
Q2 2021

Jul 23, 2021
SELL
N/A
-28,901 Closed
0 $0
Q1 2021

Apr 20, 2021
SELL
N/A
-28,901 Reduced 50.0%
28,901 $3.37 Million
Q1 2021

Apr 19, 2021
BUY
N/A
2,271 Added 4.09%
57,802 $3.37 Million
Q4 2020

Jan 22, 2021
BUY
N/A
5,278 Added 10.5%
55,531 $6.3 Million
Q3 2020

Oct 19, 2020
BUY
N/A
10,906 Added 27.72%
50,253 $5.3 Million
Q2 2020

Jul 10, 2020
BUY
N/A
39,347 New
39,347 $3.96 Million
Q1 2019

May 02, 2019
SELL
N/A
-3,455 Closed
0 $0
Q4 2018

Jan 28, 2019
SELL
N/A
-4,540 Reduced 56.79%
3,455 $300,000
Q3 2018

Oct 19, 2018
SELL
N/A
-859 Reduced 9.7%
7,995 $760,000
Q2 2018

Jul 16, 2018
SELL
N/A
-687 Reduced 7.2%
8,854 $742,000
Q1 2018

Apr 09, 2018
SELL
N/A
-3,061 Reduced 24.29%
9,541 $760,000
Q4 2017

Jan 12, 2018
SELL
N/A
-6,658 Reduced 34.57%
12,602 $1.07 Million
Q3 2017

Nov 02, 2017
SELL
N/A
-31,074 Reduced 61.74%
19,260 $1.59 Million
Q2 2017

Aug 15, 2017
BUY
N/A
8,195 Added 19.45%
50,334 $3.98 Million
Q1 2017

Aug 14, 2017
BUY
N/A
21,657 Added 105.74%
42,139 $3.12 Million
Q4 2016

Aug 14, 2017
BUY
N/A
20,482
20,482 $1.43 Million

Others Institutions Holding XLV

# of Institutions
1,834
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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