Keystone Wealth Services, LLC Select Sector Spdr Fund Health Transaction History

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 2,416 shares of XLV stock, worth $353,774. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,416
Previous 2,502 3.44%
Holding current value
$353,774
Previous $385,000 13.77%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Feb 06, 2025
SELL
$136.28 - $154.74 $11,720 - $13,307
-86 Reduced 3.44%
2,416 $332,000
Q3 2024

Oct 15, 2024
SELL
$143.3 - $157.24 $30,379 - $33,334
-212 Reduced 7.81%
2,502 $385,000
Q2 2024

Jul 12, 2024
SELL
$138.43 - $147.09 $54,818 - $58,247
-396 Reduced 12.73%
2,714 $395,000
Q1 2024

Apr 12, 2024
SELL
$138.48 - $147.86 $36,697 - $39,182
-265 Reduced 7.85%
3,110 $459,000
Q4 2023

Jan 17, 2024
SELL
$123.14 - $136.38 $40,882 - $45,278
-332 Reduced 8.96%
3,375 $460,000
Q3 2023

Oct 05, 2023
BUY
$128.74 - $136.24 $53,813 - $56,948
418 Added 12.71%
3,707 $477,000
Q2 2023

Jul 20, 2023
BUY
$126.74 - $135.66 $35,613 - $38,120
281 Added 9.34%
3,289 $436,000
Q1 2023

Apr 07, 2023
BUY
$124.15 - $135.82 $25,078 - $27,435
202 Added 7.2%
3,008 $389,000
Q4 2022

Feb 09, 2023
BUY
$121.85 - $140.1 $341,911 - $393,120
2,806 New
2,806 $381,000

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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