Moulton Wealth Management, Inc Select Sector Spdr Fund Health Transaction History

Moulton Wealth Management, Inc

$129 Million
Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 18,070 shares of XLV stock, worth $2.61 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

18,070

Previous 25,640 29.52%

Holding current value

$2.61 Million

Previous $3.95 Million 37.07%

% of portfolio

1.93%

Previous 3.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$136.28 - $154.74 $1.03 Million - $1.17 Million	-7,570 Reduced 29.52%	18,070 $2.49 Million
Q3 2024 Oct 17, 2024	BUY	$143.3 - $157.24 $672,793 - $738,241	4,695 Added 22.42%	25,640 $3.95 Million
Q2 2024 Jul 16, 2024	BUY	$138.43 - $147.09 $19,795 - $21,033	143 Added 0.69%	20,945 $3.05 Million
Q1 2024 Apr 10, 2024	BUY	$138.48 - $147.86 $2.88 Million - $3.08 Million	20,802 New	20,802 $3.07 Million
Q1 2022 Apr 19, 2022	SELL	$126.55 - $139.44 $356,997 - $393,360	-2,821 Closed	0 $0
Q4 2021 Jan 12, 2022	SELL	$125.34 - $141.49 $1.82 Million - $2.05 Million	-14,512 Reduced 83.72%	2,821 $388,000
Q3 2021 Oct 12, 2021	BUY	$127.07 - $136.85 $2.2 Million - $2.37 Million	17,333 New	17,333 $2.21 Million

Others Institutions Holding XLV

# of Institutions

1,990

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Moulton Wealth Management, Inc Select Sector Spdr Fund Health Transaction History