Wealthsource Partners, LLC Select Sector Spdr Fund Health Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,390 shares of XLV stock, worth $514,703. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,390
Previous 4,785 29.15%
Holding current value
$514,703
Previous $616,000 25.0%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 12, 2024
SELL
$123.14 - $136.38 $171,780 - $190,250
-1,395 Reduced 29.15%
3,390 $462,000
Q3 2023

Nov 09, 2023
SELL
$128.74 - $136.24 $27,421 - $29,019
-213 Reduced 4.26%
4,785 $616,000
Q2 2023

Aug 14, 2023
SELL
$126.74 - $135.66 $5,576 - $5,969
-44 Reduced 0.87%
4,998 $663,000
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $186,969 - $204,544
-1,506 Reduced 23.0%
5,042 $652,000
Q4 2022

Feb 09, 2023
SELL
$121.85 - $140.1 $244,065 - $280,620
-2,003 Reduced 23.42%
6,548 $889,000
Q3 2022

Nov 14, 2022
SELL
$121.11 - $134.29 $133,099 - $147,584
-1,099 Reduced 11.39%
8,551 $1.04 Million
Q2 2022

Aug 10, 2022
SELL
$119.89 - $142.83 $542,502 - $646,305
-4,525 Reduced 31.92%
9,650 $1.24 Million
Q1 2022

May 09, 2022
BUY
$126.55 - $139.44 $1.09 Million - $1.2 Million
8,589 Added 153.76%
14,175 $1.94 Million
Q4 2021

Feb 14, 2022
SELL
$125.34 - $141.49 $11,155 - $12,592
-89 Reduced 1.57%
5,586 $787,000
Q3 2021

Nov 18, 2021
BUY
$127.07 - $136.85 $48,667 - $52,413
383 Added 7.24%
5,675 $722,000
Q2 2021

Nov 18, 2021
SELL
$116.39 - $126.03 $63,199 - $68,434
-543 Reduced 9.31%
5,292 $666,000
Q1 2021

Jun 21, 2021
BUY
$110.8 - $118.5 $34,458 - $36,853
311 Added 5.63%
5,835 $681,000
Q4 2020

Feb 12, 2021
SELL
$101.66 - $113.44 $405,318 - $452,285
-3,987 Reduced 41.92%
5,524 $627,000
Q3 2020

Nov 16, 2020
SELL
$100.71 - $109.44 $53,074 - $57,674
-527 Reduced 5.25%
9,511 $0
Q2 2020

Aug 17, 2020
SELL
$85.21 - $103.92 $71,746 - $87,500
-842 Reduced 7.74%
10,038 $1.01 Million
Q1 2020

May 12, 2020
SELL
$74.62 - $104.73 $135,659 - $190,399
-1,818 Reduced 14.32%
10,880 $964,000
Q4 2019

Feb 12, 2020
BUY
$87.95 - $103.11 $132,628 - $155,489
1,508 Added 13.48%
12,698 $1.29 Million
Q3 2019

Nov 15, 2019
SELL
$89.33 - $92.0 $35,196 - $36,248
-394 Reduced 3.4%
11,190 $1.01 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-15,426 Reduced 57.11%
11,584 $1.07 Million
Q1 2019

May 16, 2019
SELL
N/A
-4,854 Reduced 15.23%
27,010 $2.48 Million
Q4 2018

Feb 06, 2019
BUY
N/A
12,273 Added 62.65%
31,864 $2.76 Million
Q3 2018

Nov 13, 2018
BUY
N/A
19,591 New
19,591 $1.86 Million

Others Institutions Holding XLV

# of Institutions
1,972
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
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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