Patriot Financial Group Insurance Agency, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	BUY	$97.04 - $119.53 $22,416 - $27,611	231 Added 23.89%	1,198 $134,000
Q4 2021 Jan 10, 2022	SELL	$110.55 - $131.87 $552 - $659	-5 Reduced 0.51%	967 $113,000
Q3 2021 Nov 24, 2021	BUY	$121.72 - $133.34 $13,754 - $15,067	113 Added 13.15%	972 $122,000
Q2 2021 Jul 30, 2021	BUY	$114.97 - $130.77 $12,416 - $14,123	108 Added 14.38%	859 $111,000
Q1 2021 Apr 29, 2021	SELL	$113.22 - $128.96 $1,358 - $1,547	-12 Reduced 1.57%	751 $90,000
Q4 2020 Jan 15, 2021	BUY	$96.18 - $114.34 $19,236 - $22,868	200 Added 35.52%	763 $87,000
Q3 2020 Oct 21, 2020	BUY	$89.42 - $99.13 $16,989 - $18,834	190 Added 50.94%	563 $55,000
Q4 2019 Jan 22, 2020	BUY	$74.14 - $86.35 $2,891 - $3,367	39 Added 11.68%	373 $32,000
Q3 2019 Oct 25, 2019	BUY	$77.27 - $80.75 $25,808 - $26,970	334 New	334 $26,000

Others Institutions Holding XHE

# of Institutions

Shares Held

943K

Call Options Held

900

Put Options Held

100

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