A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,853 shares of XLK stock, worth $432,397. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,853
Previous 1,600 15.81%
Holding current value
$432,397
Previous $362 Million 15.57%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 06, 2024

BUY
$197.34 - $237.68 $49,927 - $60,133
253 Added 15.81%
1,853 $418 Million
Q2 2024

Jul 26, 2024

SELL
$192.53 - $231.41 $28,879 - $34,711
-150 Reduced 8.57%
1,600 $362 Million
Q1 2024

May 08, 2024

SELL
$184.12 - $211.02 $66,283 - $75,967
-360 Reduced 17.06%
1,750 $364 Million
Q4 2023

Feb 08, 2024

BUY
$160.19 - $193.07 $338,000 - $407,377
2,110 New
2,110 $406 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private 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 Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.