United Asset Strategies, Inc. Select Sector Spdr Fund Health Transaction History

United Asset Strategies, Inc.

  • $993 Million
  • Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, United Asset Strategies, Inc. holds 26,253 shares of XLV stock, worth $3.79 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
26,253
Previous 29,778 11.84%
Holding current value
$3.79 Million
Previous $4.06 Million 4.51%
% of portfolio
0.39%
Previous 0.46%

Shares

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

Apr 23, 2024
SELL
$138.48 - $147.86 $488,141 - $521,206
-3,525 Reduced 11.84%
26,253 $3.88 Million
Q4 2023

Jan 30, 2024
BUY
$123.14 - $136.38 $55,166 - $61,098
448 Added 1.53%
29,778 $4.06 Million
Q3 2023

Nov 07, 2023
BUY
$128.74 - $136.24 $35,918 - $38,010
279 Added 0.96%
29,330 $3.78 Million
Q2 2023

Jul 25, 2023
SELL
$126.74 - $135.66 $2.64 Million - $2.83 Million
-20,844 Reduced 41.78%
29,051 $3.86 Million
Q1 2023

Jul 25, 2023
BUY
$124.15 - $135.82 $2.42 Million - $2.65 Million
19,502 Added 64.17%
49,895 $6.46 Million
Q1 2023

Apr 25, 2023
SELL
$124.15 - $135.82 $4.37 Million - $4.78 Million
-35,193 Reduced 53.66%
30,393 $3.93 Million
Q4 2022

Jan 26, 2023
BUY
$129.86 - $140.1 $3.67 Million - $3.96 Million
28,275 Added 75.78%
65,586 $0
Q3 2022

Oct 24, 2022
BUY
N/A
9,583 Added 34.56%
37,311 $4.52 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-4,435 Reduced 13.79%
27,728 $3.56 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-8,619 Reduced 21.13%
32,163 $4.41 Million
Q4 2021

Jan 31, 2022
BUY
N/A
4,112 Added 11.21%
40,782 $5.75 Million
Q3 2021

Oct 21, 2021
SELL
N/A
-6,362 Reduced 14.78%
36,670 $4.67 Million
Q2 2021

Jul 19, 2021
SELL
N/A
-185 Reduced 0.43%
43,032 $5.42 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-12,402 Reduced 22.3%
43,217 $5.05 Million
Q4 2020

Feb 05, 2021
SELL
N/A
-1,728 Reduced 3.01%
55,619 $6.31 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-12,777 Reduced 18.22%
57,347 $6.05 Million
Q2 2020

Aug 03, 2020
SELL
N/A
-12,861 Reduced 15.5%
70,124 $7.02 Million
Q1 2020

May 08, 2020
SELL
N/A
-9,347 Reduced 10.12%
82,985 $7.35 Million
Q4 2019

Feb 12, 2020
SELL
N/A
-4,269 Reduced 4.42%
92,332 $9.41 Million
Q3 2019

Nov 01, 2019
SELL
N/A
-1,422 Reduced 1.45%
96,601 $8.71 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-18,416 Reduced 15.82%
98,023 $9.08 Million
Q1 2019

May 02, 2019
BUY
N/A
11,593 Added 11.06%
116,439 $10.7 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-19,742 Reduced 15.85%
104,846 $9.07 Million
Q3 2018

Nov 07, 2018
BUY
N/A
1,429 Added 1.16%
124,588 $11.9 Million
Q2 2018

Aug 07, 2018
BUY
N/A
22,879 Added 22.82%
123,159 $10.3 Million
Q1 2018

May 14, 2018
SELL
N/A
-25,004 Reduced 19.96%
100,280 $8.16 Million
Q4 2017

Feb 09, 2018
BUY
N/A
125,284
125,284 $10.4 Million

Others Institutions Holding XLV

# of Institutions
1,834
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
Track This Portfolio

Track United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. 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 United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email