Perfromance Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

Perfromance Wealth Partners, LLC

  • $2.71 Billion
  • Q2 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 15,274 shares of XLV stock, worth $2.36 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,274
Previous 68,276 77.63%
Holding current value
$2.36 Million
Previous $10.1 Million 77.93%
% of portfolio
0.08%
Previous 0.42%

Shares

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

Jul 19, 2024
SELL
$138.43 - $147.09 $7.34 Million - $7.8 Million
-53,002 Reduced 77.63%
15,274 $2.23 Million
Q1 2024

Apr 30, 2024
BUY
$138.48 - $147.86 $343,014 - $366,249
2,477 Added 3.76%
68,276 $10.1 Million
Q4 2023

Jan 22, 2024
SELL
$123.14 - $136.38 $6,649 - $7,364
-54 Reduced 0.08%
65,799 $8.97 Million
Q3 2023

Oct 30, 2023
BUY
$128.74 - $136.24 $1.04 Million - $1.1 Million
8,095 Added 14.02%
65,853 $8.48 Million
Q2 2023

Jul 13, 2023
BUY
$126.74 - $135.66 $1.18 Million - $1.26 Million
9,301 Added 19.19%
57,758 $7.67 Million
Q1 2023

Apr 20, 2023
BUY
$124.15 - $135.82 $2.54 Million - $2.78 Million
20,497 Added 73.31%
48,457 $6.27 Million
Q4 2022

Jan 19, 2023
BUY
$129.86 - $140.1 $1.52 Million - $1.64 Million
11,717 Added 72.14%
27,960 $0
Q3 2022

Oct 17, 2022
BUY
N/A
5,288 Added 48.27%
16,243 $1.97 Million
Q2 2022

Jul 15, 2022
BUY
N/A
1,265 Added 13.05%
10,955 $1.41 Million
Q1 2022

Apr 21, 2022
BUY
N/A
1,165 Added 13.67%
9,690 $1.33 Million
Q4 2021

Feb 03, 2022
BUY
N/A
8,525 New
8,525 $1.2 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
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