Wedmont Private Capital Select Sector Spdr Fund Health Transaction History

Wedmont Private Capital

  • $1.75 Billion
  • Q3 2024

A detailed history of Wedmont Private Capital transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wedmont Private Capital holds 3,433 shares of XLV stock, worth $478,285. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,433
Previous 3,428 0.15%
Holding current value
$478,285
Previous $499,000 5.81%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2024
BUY
$143.3 - $157.24 $716 - $786
5 Added 0.15%
3,433 $528,000
Q2 2024

Jul 15, 2024
BUY
$138.43 - $147.09 $553 - $588
4 Added 0.12%
3,428 $499,000
Q1 2024

Apr 10, 2024
SELL
$138.48 - $147.86 $276 - $295
-2 Reduced 0.06%
3,424 $505,000
Q4 2023

Jan 09, 2024
BUY
$123.14 - $136.38 $76,962 - $85,237
625 Added 22.31%
3,426 $467,000
Q3 2023

Oct 10, 2023
SELL
$128.74 - $136.24 $147,149 - $155,722
-1,143 Reduced 28.98%
2,801 $360,000
Q2 2023

Jul 17, 2023
BUY
$126.74 - $135.66 $289,474 - $309,847
2,284 Added 137.59%
3,944 $523,000
Q1 2023

Apr 11, 2023
BUY
$124.15 - $135.82 $8,938 - $9,779
72 Added 4.53%
1,660 $214,000
Q4 2022

Jan 09, 2023
BUY
$121.85 - $140.1 $193,497 - $222,478
1,588 New
1,588 $0
Q2 2022

Jul 11, 2022
SELL
$119.89 - $142.83 $197,099 - $234,812
-1,644 Closed
0 $0
Q1 2022

Apr 05, 2022
BUY
$126.55 - $139.44 $208,048 - $229,239
1,644 New
1,644 $225,000

Others Institutions Holding XLV

# of Institutions
1,943
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
Track This Portfolio

Track Wedmont Private Capital Portfolio

Follow Wedmont Private Capital 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 Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email