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

Moulton Wealth Management, Inc

  • $131 Million
  • Q1 2025

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 21,830 shares of XLV stock, worth $2.96 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
21,830
Previous 18,070 20.81%
Holding current value
$2.96 Million
Previous $2.49 Million 26.92%
% of portfolio
2.41%
Previous 1.93%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$137.61 - $149.68 $517,413 - $562,796
3,760 Added 20.81%
21,830 $3.15 Million
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
1,992
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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