Transform Wealth, LLC Select Sector Spdr Fund Health Transaction History

Transform Wealth, LLC

  • $1.02 Billion
  • Q1 2024

A detailed history of Transform Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Transform Wealth, LLC holds 19,114 shares of XLV stock, worth $2.77 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
19,114
Previous 16,740 14.18%
Holding current value
$2.77 Million
Previous $2.28 Million 23.65%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Apr 15, 2024
BUY
$138.48 - $147.86 $328,751 - $351,019
2,374 Added 14.18%
19,114 $2.82 Million
Q4 2023

Jan 18, 2024
SELL
$123.14 - $136.38 $254,160 - $281,488
-2,064 Reduced 10.98%
16,740 $2.28 Million
Q3 2023

Oct 10, 2023
BUY
$128.74 - $136.24 $297,518 - $314,850
2,311 Added 14.01%
18,804 $2.42 Million
Q2 2023

Jul 13, 2023
SELL
$126.74 - $135.66 $28,516 - $30,523
-225 Reduced 1.35%
16,493 $2.19 Million
Q1 2023

Apr 14, 2023
SELL
$124.15 - $135.82 $70,144 - $76,738
-565 Reduced 3.27%
16,718 $2.16 Million
Q4 2022

Jan 12, 2023
SELL
$129.86 - $140.1 $501,129 - $540,645
-3,859 Reduced 18.25%
17,283 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-887 Reduced 4.03%
21,142 $2.56 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-19,904 Reduced 47.47%
22,029 $2.83 Million
Q1 2022

Apr 25, 2022
SELL
N/A
-32,413 Reduced 43.6%
41,933 $5.75 Million
Q4 2021

Jan 26, 2022
BUY
N/A
1,488 Added 2.04%
74,346 $10.5 Million
Q3 2021

Oct 15, 2021
BUY
N/A
6,987 Added 10.61%
72,858 $9.28 Million
Q2 2021

Jul 20, 2021
BUY
N/A
56,818 Added 627.62%
65,871 $8.3 Million
Q1 2021

Apr 22, 2021
SELL
N/A
-702 Reduced 7.2%
9,053 $1.06 Million
Q4 2020

Jan 20, 2021
SELL
N/A
-41,553 Reduced 80.99%
9,755 $1.11 Million
Q3 2020

Oct 21, 2020
SELL
N/A
-13,641 Reduced 21.0%
51,308 $5.41 Million
Q2 2020

Jul 22, 2020
BUY
N/A
18,040 Added 38.46%
64,949 $6.5 Million
Q1 2020

Apr 30, 2020
SELL
N/A
-35,932 Reduced 43.37%
46,909 $4.16 Million
Q4 2019

Jan 24, 2020
BUY
N/A
11,653 Added 16.37%
82,841 $8.44 Million
Q3 2019

Oct 24, 2019
SELL
N/A
-4,286 Reduced 5.68%
71,188 $6.42 Million
Q2 2019

Jul 30, 2019
BUY
N/A
25,296 Added 50.41%
75,474 $6.99 Million
Q1 2019

Apr 12, 2019
BUY
N/A
741 Added 1.5%
50,178 $4.6 Million
Q4 2018

Jan 30, 2019
BUY
N/A
1,713 Added 3.59%
49,437 $4.28 Million
Q3 2018

Oct 25, 2018
BUY
N/A
2,528 Added 5.59%
47,724 $4.54 Million
Q2 2018

Aug 03, 2018
BUY
N/A
10,293 Added 29.49%
45,196 $3.77 Million
Q1 2018

May 03, 2018
BUY
N/A
34,903 New
34,903 $2.84 Million

Others Institutions Holding XLV

# of Institutions
1,836
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
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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