Bogart Wealth, LLC Select Sector Spdr Fund Health Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bogart Wealth, LLC holds 792 shares of XLV stock, worth $116,321. This represents 0.01% of its overall portfolio holdings.

Number of Shares
792
Previous 286 176.92%
Holding current value
$116,321
Previous $44,000 145.45%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jan 29, 2025
BUY
$136.28 - $154.74 $68,957 - $78,298
506 Added 176.92%
792 $108,000
Q3 2024

Oct 22, 2024
SELL
$143.3 - $157.24 $12,610 - $13,837
-88 Reduced 23.53%
286 $44,000
Q2 2024

Jul 31, 2024
SELL
$138.43 - $147.09 $1.63 Million - $1.74 Million
-11,811 Reduced 96.93%
374 $54,000
Q1 2024

Apr 25, 2024
BUY
$138.48 - $147.86 $93,889 - $100,249
678 Added 5.89%
12,185 $1.8 Million
Q4 2023

Feb 06, 2024
BUY
$123.14 - $136.38 $142,349 - $157,655
1,156 Added 11.17%
11,507 $1.57 Million
Q3 2023

Oct 30, 2023
SELL
$128.74 - $136.24 $1.16 Million - $1.22 Million
-8,982 Reduced 46.46%
10,351 $1.33 Million
Q2 2023

Jul 28, 2023
BUY
$126.74 - $135.66 $114,319 - $122,365
902 Added 4.89%
19,333 $2.57 Million
Q1 2023

Apr 21, 2023
BUY
$124.15 - $135.82 $91,622 - $100,235
738 Added 4.17%
18,431 $2.39 Million
Q4 2022

Feb 06, 2023
BUY
$121.85 - $140.1 $106,009 - $121,887
870 Added 5.17%
17,693 $2.4 Million
Q3 2022

Nov 03, 2022
BUY
$121.11 - $134.29 $135,522 - $150,270
1,119 Added 7.13%
16,823 $2.04 Million
Q2 2022

Jul 22, 2022
BUY
$119.89 - $142.83 $1.87 Million - $2.23 Million
15,579 Added 12463.2%
15,704 $2.01 Million
Q1 2022

Apr 22, 2022
SELL
$126.55 - $139.44 $13,793 - $15,198
-109 Reduced 46.58%
125 $17,000
Q3 2021

Oct 15, 2021
BUY
$127.07 - $136.85 $13,850 - $14,916
109 Added 87.2%
234 $30,000
Q2 2021

Aug 06, 2021
BUY
$116.39 - $126.03 $14,548 - $15,753
125 New
125 $16,000

Others Institutions Holding XLV

# of Institutions
1,927
Shares Held
202M
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
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