A detailed history of Ratio Wealth Group transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ratio Wealth Group holds 16,904 shares of XLV stock, worth $2.44 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
16,904
Previous 16,999 0.56%
Holding current value
$2.44 Million
Previous $2.32 Million 7.72%
% of portfolio
0.48%
Previous 0.5%

Shares

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

May 13, 2024

SELL
$138.48 - $147.86 $13,155 - $14,046
-95 Reduced 0.56%
16,904 $2.5 Million
Q4 2023

Feb 13, 2024

BUY
$123.14 - $136.38 $807,182 - $893,970
6,555 Added 62.76%
16,999 $2.32 Million
Q3 2023

Nov 14, 2023

SELL
$128.74 - $136.24 $39,780 - $42,098
-309 Reduced 2.87%
10,444 $1.34 Million
Q2 2023

Oct 10, 2023

BUY
$126.74 - $135.66 $30,417 - $32,558
240 Added 2.28%
10,753 $1.43 Million
Q4 2022

Mar 24, 2023

BUY
$129.86 - $140.1 $150,248 - $162,095
1,157 Added 12.37%
10,513 $1.43 Million
Q3 2022

Mar 24, 2023

BUY
N/A
318 Added 3.52%
9,356 $0
Q2 2022

Mar 24, 2023

BUY
N/A
9,038 New
9,038 $0

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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