A detailed history of National Wealth Management Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,075 shares of XLK stock, worth $492,107. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,075
Previous 2,398 13.47%
Holding current value
$492,107
Previous $500 Million 6.04%
% of portfolio
0.36%
Previous 0.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$192.53 - $231.41 $62,187 - $74,745
-323 Reduced 13.47%
2,075 $469 Million
Q1 2024

May 17, 2024

BUY
$184.12 - $211.02 $2,209 - $2,532
12 Added 0.5%
2,398 $500 Million
Q4 2023

Feb 01, 2024

SELL
$160.19 - $193.07 $26,591 - $32,049
-166 Reduced 6.5%
2,386 $459 Million
Q3 2023

Nov 13, 2023

BUY
$161.97 - $180.26 $160,026 - $178,096
988 Added 63.17%
2,552 $418 Million
Q2 2023

Aug 09, 2023

BUY
$143.97 - $174.63 $225,169 - $273,121
1,564 New
1,564 $263 Million
Q4 2022

Nov 17, 2023

SELL
$116.56 - $136.15 $388,844 - $454,196
-3,336 Reduced 63.53%
1,915 $238 Million
Q3 2022

Nov 17, 2023

BUY
$118.78 - $151.56 $320,587 - $409,060
2,699 Added 105.76%
5,251 $624 Million
Q2 2022

Nov 17, 2023

SELL
$123.49 - $161.47 $1.38 Million - $1.81 Million
-11,205 Reduced 67.9%
5,298 $674 Million
Q1 2022

Nov 17, 2023

BUY
$141.39 - $175.52 $678,389 - $842,144
4,798 Added 40.99%
16,503 $2.62 Billion
Q4 2021

Nov 17, 2023

BUY
$148.06 - $176.65 $1.36 Million - $1.62 Million
9,153 Added 358.66%
11,705 $2.04 Billion

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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