Moulton Wealth Management, Inc Select Sector Spdr Fund Health Transaction History

Moulton Wealth Management, Inc

  • $95.4 Million
  • Q1 2024

A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 20,802 shares of XLV stock, worth $3.03 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
20,802
Holding current value
$3.03 Million
% of portfolio
3.22%

Shares

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

Apr 10, 2024
BUY
$138.48 - $147.86 $2.88 Million - $3.08 Million
20,802 New
20,802 $3.07 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-2,821 Closed
0 $0
Q4 2021

Jan 12, 2022
SELL
N/A
-14,512 Reduced 83.72%
2,821 $388,000
Q3 2021

Oct 12, 2021
BUY
N/A
17,333 New
17,333 $2.21 Million

Others Institutions Holding XLV

# of Institutions
1,832
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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