West Coast Financial LLC Select Sector Spdr Fund Health Transaction History

West Coast Financial LLC

  • $907 Million
  • Q4 2024

A detailed history of West Coast Financial LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, West Coast Financial LLC holds 5,141 shares of XLV stock, worth $751,151. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,141
Previous 5,176 0.68%
Holding current value
$751,151
Previous $797,000 11.29%
% of portfolio
0.08%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$136.28 - $154.74 $4,769 - $5,415
-35 Reduced 0.68%
5,141 $707,000
Q3 2024

Oct 09, 2024
BUY
$143.3 - $157.24 $73,942 - $81,135
516 Added 11.07%
5,176 $797,000
Q1 2024

Apr 12, 2024
BUY
$138.48 - $147.86 $83,088 - $88,716
600 Added 14.78%
4,660 $688,000
Q2 2023

Aug 08, 2023
BUY
$126.74 - $135.66 $514,564 - $550,779
4,060 New
4,060 $538,000
Q1 2020

Apr 21, 2020
SELL
$74.62 - $104.73 $183,565 - $257,635
-2,460 Closed
0 $0
Q2 2018

Jul 16, 2018
SELL
N/A
-50 Reduced 1.99%
2,460 $205,000
Q1 2018

Apr 17, 2018
BUY
N/A
50 Added 2.03%
2,510 $204,000
Q3 2017

Nov 02, 2017
BUY
N/A
2,460
2,460 $201,000

Others Institutions Holding XLV

# of Institutions
1,936
Shares Held
205M
Call Options Held
11M
Put Options Held
16.2M
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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