A detailed history of Retirement Income Solutions, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 2,290 shares of XLV stock, worth $321,012. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,290
Previous 2,086 9.78%
Holding current value
$321,012
Previous $304,000 15.79%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$143.3 - $157.24 $29,233 - $32,076
204 Added 9.78%
2,290 $352,000
Q2 2024

Aug 01, 2024

SELL
$138.43 - $147.09 $95,101 - $101,050
-687 Reduced 24.77%
2,086 $304,000
Q1 2024

May 03, 2024

BUY
$138.48 - $147.86 $384,005 - $410,015
2,773 New
2,773 $409,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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