York Bridge Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,300 shares of XLV stock, worth $491,469. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,300

Previous 3,300 -0.0%

Holding current value

$491,469

Previous $400,000 12.0%

% of portfolio

0.11%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 22, 2021	SELL	$127.07 - $136.85 $7,624 - $8,211	-60 Reduced 1.79%	3,300 $420,000
Q1 2021 Apr 15, 2021	SELL	$110.8 - $118.5 $38,780 - $41,475	-350 Reduced 9.43%	3,360 $392,000
Q1 2020 Apr 16, 2020	SELL	$74.62 - $104.73 $24,773 - $34,770	-332 Reduced 8.21%	3,710 $329,000
Q4 2019 Jan 17, 2020	BUY	$87.95 - $103.11 $25,065 - $29,386	285 Added 7.59%	4,042 $412,000
Q3 2019 Oct 21, 2019	SELL	$89.33 - $92.0 $3,126 - $3,220	-35 Reduced 0.92%	3,757 $339,000
Q1 2019 May 09, 2019	SELL	N/A	-30 Reduced 0.78%	3,792 $348,000
Q3 2018 Nov 14, 2018	SELL	N/A	-831 Reduced 17.86%	3,822 $365,000
Q1 2018 May 15, 2018	SELL	N/A	-75 Reduced 1.59%	4,653 $381,000
Q4 2017 Feb 12, 2018	SELL	N/A	-135 Reduced 2.78%	4,728 $393,000
Q3 2017 Oct 27, 2017	BUY	N/A	332 Added 7.33%	4,863 $397,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,531	4,531 $360,000

Others Institutions Holding XLV

# of Institutions

1,979

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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York Bridge Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History