Pb Mares Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Pb Mares Wealth Management LLC

  • $404 Million
  • Q2 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,172 shares of XLV stock, worth $329,362. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,172
Previous 2,172 -0.0%
Holding current value
$329,362
Previous $320,000 1.25%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 29, 2024
BUY
$138.48 - $147.86 $27,695 - $29,572
200 Added 10.14%
2,172 $320,000
Q4 2023

Jan 26, 2024
SELL
$123.14 - $136.38 $16,747 - $18,547
-136 Reduced 6.45%
1,972 $268,000
Q3 2023

Oct 26, 2023
SELL
$128.74 - $136.24 $2,703 - $2,861
-21 Reduced 0.99%
2,108 $271,000
Q2 2023

Jul 24, 2023
BUY
$126.74 - $135.66 $16,476 - $17,635
130 Added 6.5%
2,129 $282,000
Q1 2023

Apr 27, 2023
SELL
$124.15 - $135.82 $124 - $135
-1 Reduced 0.05%
1,999 $258,000
Q4 2022

Jan 31, 2023
SELL
$121.85 - $140.1 $39,723 - $45,672
-326 Reduced 14.02%
2,000 $271,000
Q3 2022

Oct 25, 2022
BUY
$121.11 - $134.29 $80,053 - $88,765
661 Added 39.7%
2,326 $282,000
Q2 2022

Jul 21, 2022
SELL
$119.89 - $142.83 $51,792 - $61,702
-432 Reduced 20.6%
1,665 $214,000
Q1 2022

Apr 26, 2022
BUY
$126.55 - $139.44 $265,375 - $292,405
2,097 New
2,097 $287,000

Others Institutions Holding XLV

# of Institutions
1,858
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
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