A detailed history of Onyx Bridge Wealth Group LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 2,435 shares of XLV stock, worth $351,638. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,435
Previous 3,827 36.37%
Holding current value
$351,638
Previous $521,000 31.09%
% of portfolio
0.06%
Previous 0.11%

Shares

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

Apr 29, 2024

SELL
$138.48 - $147.86 $192,764 - $205,821
-1,392 Reduced 36.37%
2,435 $359,000
Q4 2023

Jan 31, 2024

SELL
$123.14 - $136.38 $30,538 - $33,822
-248 Reduced 6.09%
3,827 $521,000
Q3 2023

Oct 16, 2023

BUY
$128.74 - $136.24 $5,922 - $6,267
46 Added 1.14%
4,075 $524,000
Q2 2023

Jul 25, 2023

BUY
$126.74 - $135.66 $98,983 - $105,950
781 Added 24.05%
4,029 $534,000
Q1 2023

Apr 10, 2023

BUY
$124.15 - $135.82 $372 - $407
3 Added 0.09%
3,248 $420,000
Q4 2022

Jan 11, 2023

SELL
$129.86 - $140.1 $17,401 - $18,773
-134 Reduced 3.97%
3,245 $0
Q3 2022

Oct 13, 2022

SELL
N/A
-450 Reduced 11.75%
3,379 $412,000
Q2 2022

Jul 25, 2022

BUY
N/A
261 Added 7.32%
3,829 $497,000
Q1 2022

May 09, 2022

SELL
N/A
-203 Reduced 5.38%
3,568 $471,000
Q4 2021

Jan 18, 2022

BUY
N/A
1,764 Added 87.89%
3,771 $526,000
Q3 2021

Oct 20, 2021

BUY
N/A
2,007 New
2,007 $255,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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