Sky Oak Wealth, LLC Select Sector Spdr Fund Health Transaction History

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,430 shares of XLV stock, worth $478,965. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,430
Previous 3,695 7.17%
Holding current value
$478,965
Previous $538,000 1.86%
% of portfolio
0.12%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$143.3 - $157.24 $37,974 - $41,668
-265 Reduced 7.17%
3,430 $528,000
Q2 2024

Aug 12, 2024
SELL
$138.43 - $147.09 $16,888 - $17,944
-122 Reduced 3.2%
3,695 $538,000
Q1 2024

Apr 29, 2024
SELL
$138.48 - $147.86 $12,601 - $13,455
-91 Reduced 2.33%
3,817 $563,000
Q3 2022

Oct 25, 2022
SELL
$121.11 - $134.29 $4,602 - $5,103
-38 Reduced 0.96%
3,908 $473,000
Q2 2022

Jul 26, 2022
SELL
$119.89 - $142.83 $47,956 - $57,132
-400 Reduced 9.2%
3,946 $506,000
Q1 2022

Apr 18, 2022
SELL
$126.55 - $139.44 $5.13 Million - $5.66 Million
-40,571 Reduced 90.32%
4,346 $595,000
Q4 2021

Jan 24, 2022
BUY
$125.34 - $141.49 $81,094 - $91,544
647 Added 1.46%
44,917 $6.33 Million
Q3 2021

Oct 21, 2021
BUY
$127.07 - $136.85 $5.63 Million - $6.06 Million
44,270 New
44,270 $5.64 Million
Q3 2020

Nov 03, 2020
SELL
$100.71 - $109.44 $6.89 Million - $7.49 Million
-68,455 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
$85.21 - $103.92 $408,496 - $498,192
4,794 Added 7.53%
68,455 $6.85 Million
Q1 2020

May 04, 2020
BUY
$74.62 - $104.73 $4.4 Million - $6.18 Million
59,013 Added 1269.64%
63,661 $5.64 Million
Q4 2019

Feb 04, 2020
BUY
$87.95 - $103.11 $408,791 - $479,255
4,648 New
4,648 $473,000

Others Institutions Holding XLV

# of Institutions
1,941
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
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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