Resurgent Financial Advisors LLC Select Sector Spdr Fund Health Transaction History

Resurgent Financial Advisors LLC

$194 Million
Q1 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 2,031 shares of XLV stock, worth $292,971. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,031

Previous 3,774 46.18%

Holding current value

$292,971

Previous $514,000 41.63%

% of portfolio

0.15%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$138.48 - $147.86 $241,370 - $257,719	-1,743 Reduced 46.18%	2,031 $300,000
Q4 2023 Feb 09, 2024	SELL	$123.14 - $136.38 $145,674 - $161,337	-1,183 Reduced 23.87%	3,774 $514,000
Q3 2023 Nov 13, 2023	BUY	$128.74 - $136.24 $13,388 - $14,168	104 Added 2.14%	4,957 $638,000
Q2 2023 Aug 14, 2023	SELL	$126.74 - $135.66 $4,689 - $5,019	-37 Reduced 0.76%	4,853 $644,000
Q1 2023 May 15, 2023	SELL	$124.15 - $135.82 $35,382 - $38,708	-285 Reduced 5.51%	4,890 $633,000

Q4 2022 Feb 14, 2023	BUY	$129.86 - $140.1 $179,336 - $193,478	1,381 Added 36.4%	5,175 $703,000
Q3 2022 Nov 14, 2022	BUY	N/A	3,794 New	3,794 $460,000
Q2 2022 Aug 15, 2022	SELL	N/A	-2,006 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	551 Added 37.87%	2,006 $275,000
Q4 2021 May 16, 2022	BUY	N/A	1,455 New	1,455 $205,000

Others Institutions Holding XLV

# of Institutions

1,834

Shares Held

210M

Call Options Held

9.43M

Put Options Held

12.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Resurgent Financial Advisors LLC Select Sector Spdr Fund Health Transaction History