Liberty Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Liberty Wealth Management LLC

$546 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$125.34 - $141.49 $98,517 - $111,211	-786 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$127.07 - $136.85 $54,894 - $59,119	432 Added 122.03%	786 $100,000
Q2 2021 Aug 13, 2021	SELL	$116.39 - $126.03 $5.15 Million - $5.57 Million	-44,227 Reduced 99.21%	354 $45,000
Q2 2021 Aug 13, 2021	BUY	$116.39 - $126.03 $5.14 Million - $5.56 Million	44,120 Added 9570.5%	44,581 $354,000
Q4 2020 Feb 09, 2021	SELL	$101.66 - $113.44 $9,556 - $10,663	-94 Reduced 16.94%	461 $53,000
Q3 2020 Nov 05, 2020	BUY	$100.71 - $109.44 $32,227 - $35,020	320 Added 136.17%	555 $59,000
Q1 2020 Apr 27, 2020	SELL	$74.62 - $104.73 $46,562 - $65,351	-624 Reduced 72.64%	235 $21,000
Q4 2019 Feb 05, 2020	SELL	$87.95 - $103.11 $21,547 - $25,261	-245 Reduced 22.19%	859 $87,000
Q3 2019 Oct 30, 2019	SELL	$89.33 - $92.0 $94,689 - $97,520	-1,060 Reduced 48.98%	1,104 $100,000
Q2 2019 Jul 30, 2019	BUY	N/A	460 Added 27.0%	2,164 $201,000
Q1 2019 Apr 18, 2019	SELL	N/A	-146 Reduced 7.89%	1,704 $156,000
Q4 2018 Mar 26, 2019	BUY	N/A	1,850 New	1,850 $160,000

Others Institutions Holding XLV

# of Institutions

1,872

Shares Held

194M

Call Options Held

8.49M

Put Options Held

10.4M

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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