A detailed history of Seven Springs Wealth Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 3,057 shares of XLV stock, worth $451,641. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,057
Previous 3,057 -0.0%
Holding current value
$451,641
Previous $451,000 1.33%
% of portfolio
0.18%
Previous 0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$123.14 - $136.38 $6,526 - $7,228
-53 Reduced 1.7%
3,057 $416,000
Q1 2023

May 09, 2023

SELL
$124.15 - $135.82 $41,466 - $45,363
-334 Reduced 9.7%
3,110 $402,000
Q1 2022

May 09, 2022

SELL
$126.55 - $139.44 $23,411 - $25,796
-185 Reduced 5.1%
3,444 $472,000
Q4 2020

Feb 01, 2021

BUY
$101.66 - $113.44 $19,010 - $21,213
187 Added 5.43%
3,629 $412,000
Q3 2020

Oct 19, 2020

BUY
$100.71 - $109.44 $26,386 - $28,673
262 Added 8.24%
3,442 $363,000
Q2 2020

Aug 03, 2020

BUY
$85.21 - $103.92 $13,974 - $17,042
164 Added 5.44%
3,180 $318,000
Q1 2020

Apr 20, 2020

BUY
$74.62 - $104.73 $225,053 - $315,865
3,016 New
3,016 $267,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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

Track Seven Springs Wealth Group, LLC Portfolio

Follow Seven Springs Wealth Group, 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 Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.