A detailed history of Alterna Wealth Management, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 14,756 shares of XLK stock, worth $3.46 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
14,756
Previous 14,610 1.0%
Holding current value
$3.46 Million
Previous $2.81 Million 9.28%
% of portfolio
3.02%
Previous 3.39%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$184.12 - $211.02 $26,881 - $30,808
146 Added 1.0%
14,756 $3.07 Million
Q4 2023

Feb 06, 2024

BUY
$160.19 - $193.07 $40,688 - $49,039
254 Added 1.77%
14,610 $2.81 Million
Q3 2023

Nov 13, 2023

SELL
$161.97 - $180.26 $189,342 - $210,723
-1,169 Reduced 7.53%
14,356 $2.35 Million
Q2 2023

Aug 10, 2023

SELL
$143.97 - $174.63 $6,046 - $7,334
-42 Reduced 0.27%
15,525 $2.7 Million
Q1 2023

May 26, 2023

SELL
$121.18 - $151.01 $151,475 - $188,762
-1,250 Reduced 7.43%
15,567 $2.35 Million
Q4 2022

Feb 13, 2023

SELL
$119.89 - $136.15 $31,890 - $36,215
-266 Reduced 1.56%
16,817 $2.09 Million
Q3 2022

Nov 09, 2022

SELL
N/A
-4,658 Reduced 21.42%
17,083 $2.03 Million
Q2 2022

Aug 12, 2022

BUY
N/A
161 Added 0.75%
21,741 $2.76 Million
Q1 2022

May 12, 2022

SELL
N/A
-2,020 Reduced 8.56%
21,580 $3.43 Million
Q4 2021

Feb 10, 2022

SELL
N/A
-4,062 Reduced 14.68%
23,600 $4.1 Million
Q4 2020

Feb 11, 2021

SELL
N/A
-7,474 Reduced 21.27%
27,662 $3.6 Million
Q3 2020

Oct 19, 2020

BUY
N/A
2,095 Added 6.34%
35,136 $4.1 Million
Q2 2020

Jul 27, 2020

BUY
N/A
3,600 Added 12.23%
33,041 $3.45 Million
Q1 2020

May 08, 2020

BUY
N/A
2,472 Added 9.17%
29,441 $2.37 Million
Q4 2019

Jan 27, 2020

BUY
N/A
2,440 Added 9.95%
26,969 $2.47 Million
Q3 2019

Nov 12, 2019

SELL
N/A
-6,430 Reduced 20.77%
24,529 $1.98 Million
Q2 2019

Aug 14, 2019

SELL
N/A
-3,227 Reduced 9.44%
30,959 $2.42 Million
Q1 2019

May 13, 2019

BUY
N/A
34,186 New
34,186 $2.53 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Alterna Wealth Management, Inc Portfolio

Follow Alterna Wealth Management, Inc 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 Alterna Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Alterna Wealth Management, Inc with notifications on news.