Acorn Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 1,983 shares of XLV stock, worth $290,370. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,983
Previous 1,979 0.2%
Holding current value
$290,370
Previous $304,000 10.53%
% of portfolio
0.12%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$136.28 - $154.74 $545 - $618
4 Added 0.2%
1,983 $272,000
Q3 2024

Nov 13, 2024
BUY
$143.3 - $157.24 $5,302 - $5,817
37 Added 1.91%
1,979 $304,000
Q2 2024

Jul 30, 2024
BUY
$138.43 - $147.09 $830 - $882
6 Added 0.31%
1,942 $283,000
Q1 2024

Apr 26, 2024
SELL
$138.48 - $147.86 $3,600 - $3,844
-26 Reduced 1.33%
1,936 $286,000
Q4 2023

Feb 07, 2024
SELL
$123.14 - $136.38 $32,878 - $36,413
-267 Reduced 11.98%
1,962 $267,000
Q3 2023

Nov 07, 2023
BUY
$128.74 - $136.24 $2,832 - $2,997
22 Added 1.0%
2,229 $286,000
Q2 2023

Aug 02, 2023
BUY
$126.74 - $135.66 $10,519 - $11,259
83 Added 3.91%
2,207 $292,000
Q1 2023

May 09, 2023
BUY
$124.15 - $135.82 $2,358 - $2,580
19 Added 0.9%
2,124 $274,000
Q4 2022

Feb 10, 2023
BUY
$121.85 - $140.1 $974 - $1,120
8 Added 0.38%
2,105 $285,000
Q3 2022

Nov 09, 2022
BUY
$121.11 - $134.29 $1,089 - $1,208
9 Added 0.43%
2,097 $254,000
Q2 2022

Aug 08, 2022
BUY
$119.89 - $142.83 $250,330 - $298,229
2,088 New
2,088 $268,000
Q3 2018

Nov 13, 2018
SELL
N/A
-405 Closed
0 $0
Q1 2018

May 14, 2018
BUY
N/A
405 New
405 $34,000

Others Institutions Holding XLV

# of Institutions
1,972
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
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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