Aj Wealth Strategies, LLC Technology Sector Spdr Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 13,299 shares of XLK stock, worth $3.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,299

Previous 14,303 7.02%

Holding current value

$3.1 Million

Previous $2.16 Million 7.09%

% of portfolio

0.11%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$143.97 - $174.63 $144,545 - $175,328	-1,004 Reduced 7.02%	13,299 $2.31 Million
Q1 2023 Apr 28, 2023	SELL	$121.18 - $151.01 $772,764 - $962,990	-6,377 Reduced 30.84%	14,303 $2.16 Million
Q4 2022 Jan 25, 2023	BUY	$119.89 - $136.15 $785,878 - $892,463	6,555 Added 46.41%	20,680 $2.57 Million
Q2 2022 Aug 04, 2022	SELL	N/A	-4,318 Reduced 23.41%	14,125 $1.8 Million
Q1 2022 May 13, 2022	BUY	N/A	666 Added 3.75%	18,443 $2.93 Million

Q3 2021 Oct 20, 2021	BUY	N/A	4,824 Added 37.24%	17,777 $2.65 Million
Q1 2021 May 06, 2021	BUY	N/A	4,619 Added 55.42%	12,953 $1.72 Million
Q4 2020 Feb 16, 2021	BUY	N/A	5,400 Added 184.05%	8,334 $1.08 Million
Q3 2020 Nov 16, 2020	BUY	N/A	2,934 New	2,934 $342,000
Q1 2020 May 15, 2020	SELL	N/A	-10,518 Closed	0 $0
Q3 2019 Nov 26, 2019	BUY	N/A	2,552 Added 32.04%	10,518 $847,000
Q2 2019 Aug 19, 2019	BUY	N/A	970 Added 13.87%	7,966 $622,000
Q1 2019 May 13, 2019	BUY	N/A	3,579 Added 104.74%	6,996 $518,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,417 New	3,417 $212,000

Others Institutions Holding XLK

# of Institutions

2,112

Shares Held

175M

Call Options Held

8.51M

Put Options Held

11.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Aj Wealth Strategies, LLC Technology Sector Spdr Transaction History