Wealth Advisory Solutions, LLC Select Sector Spdr Fund Health Transaction History

Wealth Advisory Solutions, LLC

  • $385 Million
  • Q1 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 4,112 shares of XLV stock, worth $593,156. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,112
Previous 4,627 11.13%
Holding current value
$593,156
Previous $631,000 3.8%
% of portfolio
0.16%
Previous 0.22%

Shares

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

Apr 23, 2024
SELL
$138.48 - $147.86 $71,317 - $76,147
-515 Reduced 11.13%
4,112 $607,000
Q4 2023

Feb 08, 2024
SELL
$123.14 - $136.38 $599,199 - $663,625
-4,866 Reduced 51.26%
4,627 $631,000
Q3 2023

Feb 07, 2024
BUY
$128.74 - $136.24 $1.22 Million - $1.29 Million
9,493 New
9,493 $1.22 Million
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $1.14 Million - $1.25 Million
-9,201 Reduced 64.8%
4,997 $646,000
Q4 2022

Feb 10, 2023
SELL
$129.86 - $140.1 $21,816 - $23,536
-168 Reduced 1.17%
14,198 $1.93 Million
Q3 2022

Nov 16, 2022
SELL
N/A
-23 Reduced 0.16%
14,366 $1.74 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-618 Reduced 4.12%
14,389 $1.85 Million
Q1 2022

May 16, 2022
SELL
N/A
-666 Reduced 4.25%
15,007 $2.06 Million
Q3 2021

Nov 03, 2021
BUY
N/A
848 Added 5.72%
15,673 $2 Million
Q2 2021

Jul 21, 2021
BUY
N/A
70 Added 0.47%
14,825 $1.87 Million
Q1 2021

May 13, 2021
BUY
N/A
19 Added 0.13%
14,755 $2,000
Q4 2020

Jan 28, 2021
SELL
N/A
-155 Reduced 1.04%
14,736 $1.67 Million
Q3 2020

Dec 29, 2020
SELL
N/A
-4,216 Reduced 22.07%
14,891 $1.57 Million
Q2 2020

Dec 23, 2020
SELL
N/A
-214 Reduced 1.11%
19,107 $1.91 Million
Q1 2020

Dec 18, 2020
SELL
N/A
-3,032 Reduced 13.56%
19,321 $1.71 Million
Q4 2019

Jan 27, 2021
BUY
N/A
22,353 New
22,353 $2.28 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
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