A detailed history of Moody Lynn & Lieberson, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Moody Lynn & Lieberson, LLC holds 6,421 shares of XLV stock, worth $926,614. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,421
Previous 6,658 3.56%
Holding current value
$926,614
Previous $1.03 Million 13.85%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jan 21, 2025

SELL
$136.28 - $154.74 $32,298 - $36,673
-237 Reduced 3.56%
6,421 $883,000
Q3 2024

Oct 23, 2024

BUY
$143.3 - $157.24 $107,045 - $117,458
747 Added 12.64%
6,658 $1.03 Million
Q2 2024

Jul 25, 2024

BUY
$138.43 - $147.09 $125,417 - $133,263
906 Added 18.1%
5,911 $861,000
Q2 2022

Jul 28, 2022

SELL
$119.89 - $142.83 $3.14 Million - $3.75 Million
-26,230 Reduced 83.98%
5,005 $642,000
Q1 2022

Apr 27, 2022

BUY
$126.55 - $139.44 $3.25 Million - $3.59 Million
25,713 Added 465.65%
31,235 $4.28 Million
Q4 2021

Jan 26, 2022

BUY
$125.34 - $141.49 $116,816 - $131,868
932 Added 20.31%
5,522 $778,000
Q4 2020

Jan 26, 2021

SELL
$101.66 - $113.44 $85,394 - $95,289
-840 Reduced 15.47%
4,590 $521,000
Q3 2019

Oct 28, 2019

SELL
$89.33 - $92.0 $885,260 - $911,720
-9,910 Reduced 64.6%
5,430 $489,000
Q2 2019

Jul 23, 2019

BUY
N/A
9,910 Added 182.5%
15,340 $1.42 Million
Q3 2018

Oct 29, 2018

SELL
N/A
-863 Reduced 13.71%
5,430 $517,000
Q2 2018

Jul 24, 2018

BUY
N/A
863 Added 15.89%
6,293 $525,000
Q3 2017

Nov 06, 2017

BUY
N/A
5,430
5,430 $444,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Moody Lynn & Lieberson, LLC Portfolio

Follow Moody Lynn & Lieberson, LLC 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 Moody Lynn & Lieberson, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Lynn & Lieberson, LLC with notifications on news.