A detailed history of Tyler Stone Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Tyler Stone Wealth Management holds 11,862 shares of XLV stock, worth $1.64 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
11,862
Previous 5,423 118.74%
Holding current value
$1.64 Million
Previous $790,000 131.14%
% of portfolio
0.36%
Previous 0.33%

Shares

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

Nov 04, 2024

BUY
$143.3 - $157.24 $922,708 - $1.01 Million
6,439 Added 118.74%
11,862 $1.83 Million
Q2 2024

Aug 14, 2024

BUY
$138.43 - $147.09 $9,413 - $10,002
68 Added 1.27%
5,423 $790,000
Q1 2024

May 15, 2024

SELL
$138.48 - $147.86 $35,035 - $37,408
-253 Reduced 4.51%
5,355 $791,000
Q4 2023

Feb 14, 2024

BUY
$123.14 - $136.38 $9,481 - $10,501
77 Added 1.39%
5,608 $764,000
Q3 2023

Nov 14, 2023

SELL
$128.74 - $136.24 $63,855 - $67,575
-496 Reduced 8.23%
5,531 $712,000
Q2 2023

Aug 14, 2023

BUY
$126.74 - $135.66 $97,970 - $104,865
773 Added 14.71%
6,027 $800,000
Q4 2022

Feb 14, 2023

SELL
$121.85 - $140.1 $53,370 - $61,363
-438 Reduced 7.7%
5,254 $714,000
Q3 2022

Nov 14, 2022

SELL
$121.11 - $134.29 $12,232 - $13,563
-101 Reduced 1.74%
5,692 $689,000
Q2 2022

Aug 11, 2022

SELL
$119.89 - $142.83 $220,957 - $263,235
-1,843 Reduced 24.14%
5,793 $743,000
Q1 2022

May 12, 2022

SELL
$126.55 - $139.44 $208,807 - $230,076
-1,650 Reduced 17.77%
7,636 $1.05 Million
Q4 2021

Feb 22, 2022

BUY
$125.34 - $141.49 $1.16 Million - $1.31 Million
9,286 New
9,286 $1.31 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management 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 Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.