Mission Wealth Management, LP Select Sector Spdr Fund Health Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Mission Wealth Management, LP holds 4,825 shares of XLV stock, worth $673,762. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,825
Previous 4,167 15.79%
Holding current value
$673,762
Previous $607,000 22.41%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$143.3 - $157.24 $94,291 - $103,463
658 Added 15.79%
4,825 $743,000
Q2 2024

Aug 02, 2024
SELL
$138.43 - $147.09 $10,520 - $11,178
-76 Reduced 1.79%
4,167 $607,000
Q1 2024

Apr 30, 2024
BUY
$138.48 - $147.86 $587,570 - $627,369
4,243 New
4,243 $626,000
Q1 2023

Apr 07, 2023
BUY
$124.15 - $135.82 $202,364 - $221,386
1,630 New
1,630 $211,000
Q4 2020

Jan 19, 2021
SELL
$101.66 - $113.44 $326,735 - $364,596
-3,214 Closed
0 $0
Q3 2020

Oct 16, 2020
SELL
$100.71 - $109.44 $38,068 - $41,368
-378 Reduced 10.52%
3,214 $339,000
Q2 2020

Aug 03, 2020
BUY
$85.21 - $103.92 $306,074 - $373,280
3,592 New
3,592 $359,000

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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