Westside Investment Management, Inc. Select Sector Spdr Fund Health Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Westside Investment Management, Inc. holds 21,675 shares of XLV stock, worth $3.2 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

21,675

Previous 20,270 6.93%

Holding current value

$3.2 Million

Previous $2.95 Billion 12.8%

% of portfolio

0.71%

Previous 0.68%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	BUY	$143.3 - $157.24 $201,336 - $220,922	1,405 Added 6.93%	21,675 $3.33 Billion
Q2 2024 Jul 17, 2024	BUY	$138.43 - $147.09 $145,351 - $154,444	1,050 Added 5.46%	20,270 $2.95 Billion
Q1 2024 Apr 19, 2024	BUY	$138.48 - $147.86 $183,762 - $196,210	1,327 Added 7.42%	19,220 $2.84 Billion
Q4 2023 Jan 12, 2024	BUY	$123.14 - $136.38 $676,408 - $749,135	5,493 Added 44.3%	17,893 $2.44 Billion
Q3 2023 Nov 15, 2023	BUY	$128.74 - $136.24 $59,864 - $63,351	465 Added 3.9%	12,400 $1.6 Billion
Q1 2023 May 17, 2023	BUY	$124.15 - $135.82 $82,559 - $90,320	665 Added 5.9%	11,935 $1.55 Billion
Q4 2022 Jan 31, 2023	BUY	$121.85 - $140.1 $72,866 - $83,779	598 Added 5.6%	11,270 $93.6 Million
Q3 2022 Nov 09, 2022	BUY	$121.11 - $134.29 $62,977 - $69,830	520 Added 5.12%	10,672 $114 Million
Q2 2022 Jul 15, 2022	BUY	$119.89 - $142.83 $45,558 - $54,275	380 Added 3.89%	10,152 $0
Q1 2022 Apr 25, 2022	BUY	$126.55 - $139.44 $6,327 - $6,972	50 Added 0.51%	9,772 $0
Q4 2021 Feb 15, 2022	BUY	$125.34 - $141.49 $15,667 - $17,686	125 Added 1.3%	9,722 $0
Q3 2021 Oct 27, 2021	SELL	$127.07 - $136.85 $6,353 - $6,842	-50 Reduced 0.52%	9,597 $0
Q2 2021 Jul 28, 2021	SELL	$116.39 - $126.03 $57,031 - $61,754	-490 Reduced 4.83%	9,647 $0
Q1 2021 Apr 14, 2021	BUY	$110.8 - $118.5 $30,470 - $32,587	275 Added 2.79%	10,137 $0
Q4 2020 Jan 15, 2021	BUY	$101.66 - $113.44 $508 - $567	5 Added 0.05%	9,862 $0
Q3 2020 Oct 14, 2020	BUY	$100.71 - $109.44 $55,390 - $60,192	550 Added 5.91%	9,857 $0
Q2 2020 Jul 21, 2020	BUY	$85.21 - $103.92 $2,130 - $2,598	25 Added 0.27%	9,307 $0
Q1 2020 Apr 16, 2020	SELL	$74.62 - $104.73 $127,600 - $179,088	-1,710 Reduced 15.56%	9,282 $0
Q2 2019 Jul 24, 2019	BUY	N/A	5,047 Added 84.89%	10,992 $1.02 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-300 Reduced 4.8%	5,945 $0
Q3 2018 Nov 08, 2018	BUY	N/A	500 Added 8.7%	6,245 $597 Million
Q2 2018 Aug 13, 2018	BUY	N/A	750 Added 15.02%	5,745 $0
Q1 2018 Apr 16, 2018	BUY	N/A	228 Added 4.78%	4,995 $0
Q4 2017 Feb 15, 2018	BUY	N/A	200 Added 4.38%	4,767 $0
Q2 2017 Sep 14, 2017	SELL	N/A	-1,533 Reduced 25.13%	4,567 $0
Q2 2017 Aug 15, 2017	BUY	N/A	6,100	6,100 $0

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

Ticker XLV
Sector ETFs
Industry ETFs

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Westside Investment Management, Inc. Select Sector Spdr Fund Health Transaction History