A detailed history of Balboa Wealth Partners transactions in Technology Sector Spdr stock. As of the latest transaction made, Balboa Wealth Partners holds 10,147 shares of XLK stock, worth $2.39 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
10,147
Previous 10,315 1.63%
Holding current value
$2.39 Million
Previous $2.33 Million 1.84%
% of portfolio
0.59%
Previous 0.63%

Shares

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

Nov 06, 2024

SELL
$197.34 - $237.68 $33,153 - $39,930
-168 Reduced 1.63%
10,147 $2.29 Million
Q2 2024

Aug 13, 2024

BUY
$192.53 - $231.41 $330,381 - $397,099
1,716 Added 19.96%
10,315 $2.33 Million
Q1 2024

May 13, 2024

SELL
$184.12 - $211.02 $475,581 - $545,064
-2,583 Reduced 23.1%
8,599 $1.79 Million
Q4 2023

Feb 09, 2024

BUY
$160.19 - $193.07 $137,282 - $165,460
857 Added 8.3%
11,182 $2.15 Million
Q3 2023

Oct 23, 2023

BUY
$161.97 - $180.26 $9,394 - $10,455
58 Added 0.56%
10,325 $1.69 Million
Q2 2023

Aug 08, 2023

BUY
$143.97 - $174.63 $7,054 - $8,556
49 Added 0.48%
10,267 $1.79 Million
Q1 2023

May 11, 2023

BUY
$121.18 - $151.01 $77,312 - $96,344
638 Added 6.66%
10,218 $1.54 Million
Q4 2022

Feb 14, 2023

SELL
$116.56 - $136.15 $166,680 - $194,694
-1,430 Reduced 12.99%
9,580 $1.19 Million
Q3 2022

Jan 04, 2023

BUY
$118.78 - $151.56 $1.31 Million - $1.67 Million
11,010 New
11,010 $1.31 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners 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 Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.