Milestone Asset Management, LLC Select Sector Spdr Fund Health Transaction History

Milestone Asset Management, LLC

  • $399 Billion
  • Q2 2024

A detailed history of Milestone Asset Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Milestone Asset Management, LLC holds 5,804 shares of XLV stock, worth $863,170. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,804
Previous 8,588 32.42%
Holding current value
$863,170
Previous $1.27 Billion 33.32%
% of portfolio
0.21%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$138.43 - $147.09 $385,389 - $409,498
-2,784 Reduced 32.42%
5,804 $846 Million
Q1 2024

Apr 23, 2024
BUY
$138.48 - $147.86 $923,523 - $986,078
6,669 Added 347.52%
8,588 $1.27 Billion
Q4 2023

Jan 23, 2024
SELL
$123.14 - $136.38 $173,257 - $191,886
-1,407 Reduced 42.3%
1,919 $262 Million
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $428,189 - $453,134
3,326 New
3,326 $428 Million
Q4 2022

Feb 06, 2023
BUY
$129.86 - $140.1 $409,188 - $441,455
3,151 New
3,151 $423 Million

Others Institutions Holding XLV

# of Institutions
1,835
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.7M
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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