Stone Point Wealth LLC Select Sector Spdr Fund Health Transaction History

Stone Point Wealth LLC

  • $275 Million
  • Q2 2024

A detailed history of Stone Point Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,565 shares of XLV stock, worth $550,721. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,565
Previous 3,625 1.66%
Holding current value
$550,721
Previous $535,000 2.99%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Jul 30, 2024
SELL
$138.43 - $147.09 $8,305 - $8,825
-60 Reduced 1.66%
3,565 $519,000
Q1 2024

May 01, 2024
BUY
$138.48 - $147.86 $20,910 - $22,326
151 Added 4.35%
3,625 $535,000
Q4 2023

Jan 26, 2024
BUY
$123.14 - $136.38 $177,321 - $196,387
1,440 Added 70.8%
3,474 $473,000
Q3 2023

Oct 25, 2023
BUY
$128.74 - $136.24 $50,594 - $53,542
393 Added 23.95%
2,034 $261,000
Q2 2023

Jul 25, 2023
BUY
$126.74 - $135.66 $207,980 - $222,618
1,641 New
1,641 $217,000
Q4 2022

Jan 20, 2023
BUY
$129.86 - $140.1 $196,737 - $212,251
1,515 New
1,515 $0

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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