Capstone Financial Advisors, Inc. Select Sector Spdr Fund Health Transaction History

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Capstone Financial Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 1,400 shares of XLV stock, worth $202,034. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,400
Previous 1,854 24.49%
Holding current value
$202,034
Previous $270,000 20.37%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$143.3 - $157.24 $65,058 - $71,386
-454 Reduced 24.49%
1,400 $215,000
Q2 2024

Aug 13, 2024
BUY
$138.43 - $147.09 $39,314 - $41,773
284 Added 18.09%
1,854 $270,000
Q1 2024

May 14, 2024
BUY
$138.48 - $147.86 $9,001 - $9,610
65 Added 4.32%
1,570 $231,000
Q4 2023

Feb 13, 2024
BUY
$123.14 - $136.38 $185,325 - $205,251
1,505 New
1,505 $205,000
Q2 2023

Aug 14, 2023
BUY
$126.74 - $135.66 $204,938 - $219,362
1,617 New
1,617 $214,000

Others Institutions Holding XLV

# of Institutions
1,924
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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