West Coast Financial LLC Select Sector Spdr Fund Health Transaction History

West Coast Financial LLC

  • $909 Million
  • Q3 2024

A detailed history of West Coast Financial LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, West Coast Financial LLC holds 5,176 shares of XLV stock, worth $756,575. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,176
Previous 4,660 11.07%
Holding current value
$756,575
Previous $679,000 17.38%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 09, 2024
BUY
$143.3 - $157.24 $73,942 - $81,135
516 Added 11.07%
5,176 $797,000
Q1 2024

Apr 12, 2024
BUY
$138.48 - $147.86 $83,088 - $88,716
600 Added 14.78%
4,660 $688,000
Q2 2023

Aug 08, 2023
BUY
$126.74 - $135.66 $514,564 - $550,779
4,060 New
4,060 $538,000
Q1 2020

Apr 21, 2020
SELL
$74.62 - $104.73 $183,565 - $257,635
-2,460 Closed
0 $0
Q2 2018

Jul 16, 2018
SELL
N/A
-50 Reduced 1.99%
2,460 $205,000
Q1 2018

Apr 17, 2018
BUY
N/A
50 Added 2.03%
2,510 $204,000
Q3 2017

Nov 02, 2017
BUY
N/A
2,460
2,460 $201,000

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
Track This Portfolio

Track West Coast Financial LLC Portfolio

Follow West Coast Financial LLC 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 West Coast Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Coast Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email