Wealth Shield Partners, LLC Select Sector Spdr Fund Health Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 958 shares of XLV stock, worth $140,778. This represents 0.02% of its overall portfolio holdings.

Number of Shares
958
Previous 358 167.6%
Holding current value
$140,778
Previous $52,000 182.69%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 04, 2024
BUY
$143.3 - $157.24 $85,980 - $94,344
600 Added 167.6%
958 $147,000
Q2 2024

Jul 26, 2024
SELL
$138.43 - $147.09 $1,522 - $1,617
-11 Reduced 2.98%
358 $52,000
Q1 2024

Apr 29, 2024
SELL
$138.48 - $147.86 $70,624 - $75,408
-510 Reduced 58.02%
369 $54,000
Q4 2023

Jan 23, 2024
BUY
$123.14 - $136.38 $23,396 - $25,912
190 Added 27.58%
879 $119,000
Q3 2023

Oct 25, 2023
BUY
$128.74 - $136.24 $24,718 - $26,158
192 Added 38.63%
689 $88,000
Q2 2023

Aug 03, 2023
BUY
$126.74 - $135.66 $25,348 - $27,132
200 Added 67.34%
497 $65,000
Q1 2023

May 08, 2023
BUY
$124.15 - $135.82 $36,872 - $40,338
297 New
297 $38,000
Q4 2021

Feb 10, 2022
SELL
$125.34 - $141.49 $8.4 Million - $9.48 Million
-66,994 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$127.07 - $136.85 $8.51 Million - $9.17 Million
66,994 New
66,994 $8.53 Million
Q2 2021

Aug 06, 2021
SELL
$116.39 - $126.03 $29,912 - $32,389
-257 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$110.8 - $118.5 $28,475 - $30,454
257 New
257 $30,000
Q4 2020

Feb 16, 2021
SELL
$101.66 - $113.44 $129,819 - $144,862
-1,277 Closed
0 $0
Q3 2020

Oct 30, 2020
BUY
$100.71 - $109.44 $23,666 - $25,718
235 Added 22.55%
1,277 $135,000
Q2 2020

Aug 13, 2020
BUY
$85.21 - $103.92 $18,916 - $23,070
222 Added 27.07%
1,042 $104,000
Q1 2020

May 12, 2020
SELL
$74.62 - $104.73 $17,162 - $24,087
-230 Reduced 21.9%
820 $73,000
Q4 2019

Feb 13, 2020
BUY
$87.95 - $103.11 $87 - $103
1 Added 0.1%
1,050 $107,000
Q3 2019

Nov 13, 2019
BUY
$89.33 - $92.0 $89 - $92
1 Added 0.1%
1,049 $95,000
Q2 2019

Aug 12, 2019
SELL
N/A
-10,624 Reduced 91.02%
1,048 $97,000
Q1 2019

May 14, 2019
BUY
N/A
11,425 Added 4625.51%
11,672 $1.07 Million
Q4 2018

Feb 14, 2019
BUY
N/A
15 Added 6.47%
247 $21,000
Q2 2018

Aug 02, 2018
SELL
N/A
-2,967 Reduced 92.75%
232 $19,000
Q1 2018

May 11, 2018
SELL
N/A
-36,286 Reduced 91.9%
3,199 $260,000
Q4 2017

Apr 18, 2018
BUY
N/A
39,485
39,485 $3.3 Million

Others Institutions Holding XLV

# of Institutions
1,941
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
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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