York Bridge Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,300 shares of XLV stock, worth $477,840. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,300
Previous 3,300 -0.0%
Holding current value
$477,840
Previous $400,000 12.0%
% of portfolio
0.11%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 22, 2021
SELL
$127.07 - $136.85 $7,624 - $8,211
-60 Reduced 1.79%
3,300 $420,000
Q1 2021

Apr 15, 2021
SELL
$110.8 - $118.5 $38,780 - $41,475
-350 Reduced 9.43%
3,360 $392,000
Q1 2020

Apr 16, 2020
SELL
$74.62 - $104.73 $24,773 - $34,770
-332 Reduced 8.21%
3,710 $329,000
Q4 2019

Jan 17, 2020
BUY
$87.95 - $103.11 $25,065 - $29,386
285 Added 7.59%
4,042 $412,000
Q3 2019

Oct 21, 2019
SELL
$89.33 - $92.0 $3,126 - $3,220
-35 Reduced 0.92%
3,757 $339,000
Q1 2019

May 09, 2019
SELL
N/A
-30 Reduced 0.78%
3,792 $348,000
Q3 2018

Nov 14, 2018
SELL
N/A
-831 Reduced 17.86%
3,822 $365,000
Q1 2018

May 15, 2018
SELL
N/A
-75 Reduced 1.59%
4,653 $381,000
Q4 2017

Feb 12, 2018
SELL
N/A
-135 Reduced 2.78%
4,728 $393,000
Q3 2017

Oct 27, 2017
BUY
N/A
332 Added 7.33%
4,863 $397,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,531
4,531 $360,000

Others Institutions Holding XLV

# of Institutions
1,966
Shares Held
201M
Call Options Held
13.3M
Put Options Held
19.5M
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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