A detailed history of Wealth Trust Axiom LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 1,865 shares of XLV stock, worth $268,746. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,865
Previous 1,872 0.37%
Holding current value
$268,746
Previous $272,000 5.51%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 13, 2024

SELL
$143.3 - $157.24 $1,003 - $1,100
-7 Reduced 0.37%
1,865 $287,000
Q4 2023

Feb 05, 2024

BUY
$123.14 - $136.38 $8,496 - $9,410
69 Added 3.83%
1,872 $255,000
Q1 2022

May 09, 2022

BUY
$126.55 - $139.44 $11,136 - $12,270
88 Added 5.13%
1,803 $247,000
Q4 2021

Feb 02, 2022

SELL
$125.34 - $141.49 $5,264 - $5,942
-42 Reduced 2.39%
1,715 $241,000
Q1 2021

Apr 14, 2021

BUY
$110.8 - $118.5 $194,675 - $208,204
1,757 New
1,757 $205,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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