Rockwood Wealth Management, LLC Technology Sector Spdr Transaction History

Rockwood Wealth Management, LLC

  • $926 Billion
  • Q4 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 1,711 shares of XLK stock, worth $401,862. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,711
Previous 1,566 9.26%
Holding current value
$401,862
Previous $354 Million 13.44%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 21, 2025
BUY
$220.26 - $241.44 $31,937 - $35,008
145 Added 9.26%
1,711 $401 Million
Q3 2024

Oct 16, 2024
BUY
$197.34 - $237.68 $87,026 - $104,816
441 Added 39.2%
1,566 $354 Million
Q2 2024

Jul 26, 2024
SELL
$192.53 - $231.41 $3,080 - $3,702
-16 Reduced 1.4%
1,125 $255 Million
Q4 2023

Jan 17, 2024
SELL
$160.19 - $193.07 $22,907 - $27,609
-143 Reduced 11.14%
1,141 $220 Million
Q3 2023

Oct 10, 2023
BUY
$161.97 - $180.26 $15,387 - $17,124
95 Added 7.99%
1,284 $210 Million
Q2 2023

Jul 20, 2023
BUY
$143.97 - $174.63 $171,180 - $207,635
1,189 New
1,189 $207 Million

Others Institutions Holding XLK

# of Institutions
2,400
Shares Held
182M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC 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 Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email