Hcr Wealth Advisors Select Sector Spdr Fund Health Transaction History

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,206 shares of XLV stock, worth $317,288. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,206
Previous 2,206 -0.0%
Holding current value
$317,288
Previous $339,000 10.62%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 10, 2024
BUY
$143.3 - $157.24 $7,165 - $7,862
50 Added 2.32%
2,206 $339,000
Q2 2024

Aug 06, 2024
BUY
$138.43 - $147.09 $50,250 - $53,393
363 Added 20.25%
2,156 $314,000
Q1 2024

May 10, 2024
SELL
$138.48 - $147.86 $22,156 - $23,657
-160 Reduced 8.19%
1,793 $264,000
Q4 2023

Feb 09, 2024
SELL
$123.14 - $136.38 $2,216 - $2,454
-18 Reduced 0.91%
1,953 $266,000
Q3 2023

Oct 20, 2023
SELL
$128.74 - $136.24 $33,987 - $35,967
-264 Reduced 11.81%
1,971 $253,000
Q2 2023

Aug 09, 2023
SELL
$126.74 - $135.66 $18,884 - $20,213
-149 Reduced 6.25%
2,235 $296,000
Q1 2023

May 12, 2023
BUY
$124.15 - $135.82 $8,069 - $8,828
65 Added 2.8%
2,384 $308,000
Q4 2022

Feb 13, 2023
SELL
$121.85 - $140.1 $5,848 - $6,724
-48 Reduced 2.03%
2,319 $315,000
Q3 2022

Nov 07, 2022
SELL
$121.11 - $134.29 $8,356 - $9,266
-69 Reduced 2.83%
2,367 $287,000
Q2 2022

Aug 12, 2022
SELL
$119.89 - $142.83 $65,939 - $78,556
-550 Reduced 18.42%
2,436 $312,000
Q1 2022

May 05, 2022
SELL
$126.55 - $139.44 $9,491 - $10,458
-75 Reduced 2.45%
2,986 $409,000
Q4 2021

Feb 04, 2022
SELL
$125.34 - $141.49 $8,147 - $9,196
-65 Reduced 2.08%
3,061 $431,000
Q3 2021

Nov 02, 2021
SELL
$127.07 - $136.85 $4,066 - $4,379
-32 Reduced 1.01%
3,126 $398,000
Q2 2021

Jul 21, 2021
BUY
$116.39 - $126.03 $9,660 - $10,460
83 Added 2.7%
3,158 $398,000
Q1 2021

May 13, 2021
SELL
$110.8 - $118.5 $19,390 - $20,737
-175 Reduced 5.38%
3,075 $359,000
Q4 2020

Feb 04, 2021
BUY
$101.66 - $113.44 $508 - $567
5 Added 0.15%
3,250 $369,000
Q2 2020

Jul 30, 2020
SELL
$85.21 - $103.92 $9,799 - $11,950
-115 Reduced 3.42%
3,245 $327,000
Q1 2020

May 08, 2020
BUY
$74.62 - $104.73 $10,446 - $14,662
140 Added 4.35%
3,360 $298,000
Q4 2019

Feb 07, 2020
BUY
$87.95 - $103.11 $7,036 - $8,248
80 Added 2.55%
3,220 $328,000
Q3 2019

Nov 07, 2019
SELL
$89.33 - $92.0 $26,799 - $27,600
-300 Reduced 8.72%
3,140 $283,000
Q2 2019

Jul 25, 2019
BUY
N/A
55 Added 1.62%
3,440 $319,000
Q1 2019

May 10, 2019
SELL
N/A
-360 Reduced 9.61%
3,385 $311,000
Q4 2018

Jan 31, 2019
SELL
N/A
-25 Reduced 0.66%
3,745 $324,000
Q3 2018

Nov 09, 2018
SELL
N/A
-50 Reduced 1.31%
3,770 $340,000
Q2 2018

Aug 14, 2018
BUY
N/A
10 Added 0.26%
3,820 $319,000
Q1 2018

May 15, 2018
SELL
N/A
-50 Reduced 1.3%
3,810 $310,000
Q4 2017

Feb 13, 2018
SELL
N/A
-100 Reduced 2.53%
3,860 $319,000
Q3 2017

Nov 13, 2017
SELL
N/A
-100 Reduced 2.46%
3,960 $324,000
Q2 2017

Aug 16, 2017
BUY
N/A
4,060
4,060 $322,000

Others Institutions Holding XLV

# of Institutions
1,984
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
Track This Portfolio

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email