Journey Strategic Wealth LLC Select Sector Spdr Fund Health Transaction History

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024

A detailed history of Journey Strategic Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 14,073 shares of XLV stock, worth $1.96 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,073
Previous 11,960 17.67%
Holding current value
$1.96 Million
Previous $1.74 Million 24.33%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 12, 2024
BUY
$143.3 - $157.24 $302,792 - $332,248
2,113 Added 17.67%
14,073 $2.17 Million
Q2 2024

Aug 14, 2024
SELL
$138.43 - $147.09 $240,452 - $255,495
-1,737 Reduced 12.68%
11,960 $1.74 Million
Q1 2024

May 13, 2024
SELL
$138.48 - $147.86 $450,336 - $480,840
-3,252 Reduced 19.19%
13,697 $2.02 Million
Q4 2023

Feb 09, 2024
BUY
$123.14 - $136.38 $483,817 - $535,837
3,929 Added 30.18%
16,949 $2.31 Million
Q3 2023

Nov 08, 2023
BUY
$128.74 - $136.24 $304,083 - $321,798
2,362 Added 22.16%
13,020 $1.68 Million
Q2 2023

Aug 14, 2023
SELL
$126.74 - $135.66 $144,610 - $154,788
-1,141 Reduced 9.67%
10,658 $1.41 Million
Q1 2023

May 11, 2023
BUY
$124.15 - $135.82 $509,884 - $557,812
4,107 Added 53.39%
11,799 $1.53 Million
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $473,387 - $544,288
3,885 Added 102.05%
7,692 $1.04 Million
Q3 2022

Nov 14, 2022
BUY
$121.11 - $134.29 $461,065 - $511,242
3,807 New
3,807 $461,000
Q2 2022

Aug 15, 2022
SELL
$119.89 - $142.83 $1.25 Million - $1.49 Million
-10,428 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$126.55 - $139.44 $1.32 Million - $1.45 Million
10,428 New
10,428 $1.03 Million

Others Institutions Holding XLV

# of Institutions
1,943
Shares Held
203M
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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