Retirement Capital Strategies Select Sector Spdr Fund Health Transaction History

Retirement Capital Strategies

  • $255 Million
  • Q3 2024

A detailed history of Retirement Capital Strategies transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Retirement Capital Strategies holds 2,451 shares of XLV stock, worth $338,238. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,451
Previous 2,451 -0.0%
Holding current value
$338,238
Previous $357,000 5.6%
% of portfolio
0.15%
Previous 0.14%

Shares

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

May 13, 2024
SELL
$138.48 - $147.86 $509,190 - $543,681
-3,677 Reduced 60.0%
2,451 $362,000
Q4 2023

Feb 14, 2024
SELL
$123.14 - $136.38 $22,411 - $24,821
-182 Reduced 2.88%
6,128 $835,000
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $460,374 - $487,194
3,576 Added 130.8%
6,310 $812,000
Q4 2022

Feb 07, 2023
SELL
$121.85 - $140.1 $51,298 - $58,982
-421 Reduced 13.34%
2,734 $371,000
Q3 2022

Nov 10, 2022
SELL
$121.11 - $134.29 $26,644 - $29,543
-220 Reduced 6.52%
3,155 $382,000
Q4 2021

Feb 03, 2022
SELL
$125.34 - $141.49 $36,724 - $41,456
-293 Reduced 7.99%
3,375 $476,000
Q3 2021

Oct 28, 2021
BUY
$127.07 - $136.85 $37,358 - $40,233
294 Added 8.71%
3,668 $467,000
Q1 2021

Apr 29, 2021
SELL
$110.8 - $118.5 $1.11 Million - $1.19 Million
-10,058 Reduced 74.88%
3,374 $394,000
Q4 2020

Feb 12, 2021
SELL
$101.66 - $113.44 $86,004 - $95,970
-846 Reduced 5.93%
13,432 $1.52 Million
Q3 2020

Nov 13, 2020
SELL
$100.71 - $109.44 $116,219 - $126,293
-1,154 Reduced 7.48%
14,278 $1.45 Million
Q2 2020

Aug 11, 2020
SELL
$85.21 - $103.92 $4.5 Million - $5.49 Million
-52,786 Reduced 77.38%
15,432 $1.54 Million
Q1 2020

May 14, 2020
BUY
$74.62 - $104.73 $5.09 Million - $7.14 Million
68,218 New
68,218 $6.04 Million

Others Institutions Holding XLV

# of Institutions
1,943
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Retirement Capital Strategies Portfolio

Follow Retirement Capital Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Capital Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Capital Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email