Liberty Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 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
1,941
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
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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