Pacific Wealth Strategies Group, Inc. Select Sector Spdr Fund Health Transaction History

Pacific Wealth Strategies Group, Inc.

  • $121 Million
  • Q2 2024

A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 1,856 shares of XLV stock, worth $286,714. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,856
Previous 1,626 14.15%
Holding current value
$286,714
Previous $240,000 12.5%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Jul 22, 2024
BUY
$138.43 - $147.09 $31,838 - $33,830
230 Added 14.15%
1,856 $270,000
Q3 2023

Nov 06, 2023
SELL
$128.74 - $136.24 $128 - $136
-1 Reduced 0.06%
1,626 $209,000
Q2 2023

Jul 25, 2023
BUY
$126.74 - $135.66 $126 - $135
1 Added 0.06%
1,627 $215,000
Q4 2022

Jan 11, 2023
SELL
$129.86 - $140.1 $118,692 - $128,051
-914 Reduced 35.98%
1,626 $0
Q2 2022

Jul 19, 2022
SELL
N/A
-10,342 Reduced 80.28%
2,540 $326,000
Q1 2022

Apr 25, 2022
SELL
N/A
-100 Reduced 0.77%
12,882 $1.77 Million
Q4 2021

Jan 24, 2022
SELL
N/A
-158 Reduced 1.2%
12,982 $1.83 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-11 Reduced 0.08%
13,140 $1.66 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-464 Reduced 3.41%
13,151 $1.54 Million
Q3 2020

Oct 22, 2020
SELL
N/A
-446 Reduced 3.17%
13,615 $1.44 Million
Q1 2020

Apr 13, 2020
SELL
N/A
-6,220 Reduced 30.67%
14,061 $1.25 Million
Q4 2019

Jan 15, 2020
SELL
N/A
-313 Reduced 1.52%
20,281 $2.07 Million
Q3 2019

Oct 09, 2019
BUY
N/A
5,798 Added 39.19%
20,594 $1.86 Million
Q2 2019

Jul 10, 2019
BUY
N/A
87 Added 0.59%
14,796 $1.37 Million
Q1 2019

Apr 22, 2019
BUY
N/A
69 Added 0.47%
14,709 $1.35 Million
Q4 2018

Feb 12, 2019
BUY
N/A
533 Added 3.78%
14,640 $1.27 Million
Q3 2018

Mar 06, 2019
SELL
N/A
-415 Reduced 2.86%
14,107 $1.34 Million
Q2 2018

Mar 06, 2019
SELL
N/A
-323 Reduced 2.18%
14,522 $1.21 Million
Q1 2018

Mar 06, 2019
SELL
N/A
-1,080 Reduced 6.78%
14,845 $1.21 Million
Q4 2017

Mar 06, 2019
SELL
N/A
-9,595 Reduced 37.6%
15,925 $1.32 Million
Q3 2017

Mar 06, 2019
SELL
N/A
-3,360 Reduced 11.63%
25,520 $2.09 Million
Q2 2017

Mar 06, 2019
SELL
N/A
-2,948 Reduced 9.26%
28,880 $2.29 Million
Q1 2017

Mar 06, 2019
SELL
N/A
-7,082 Reduced 18.2%
31,828 $2.37 Million
Q4 2016

Mar 06, 2019
BUY
N/A
38,910
38,910 $2.68 Million

Others Institutions Holding XLV

# of Institutions
1,853
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Pacific Wealth Strategies Group, Inc. Portfolio

Follow Pacific Wealth Strategies Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Wealth Strategies Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pacific Wealth Strategies Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email