A detailed history of Avion Wealth transactions in Technology Sector Spdr stock. As of the latest transaction made, Avion Wealth holds 1,053 shares of XLK stock, worth $244,548. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,053
Previous 1,053 -0.0%
Holding current value
$244,548
Previous $238,000 0.42%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 26, 2024

BUY
$192.53 - $231.41 $74,894 - $90,018
389 Added 58.58%
1,053 $238,000
Q2 2021

Jul 27, 2021

BUY
$131.31 - $147.82 $1,707 - $1,921
13 Added 2.0%
664 $98,000
Q1 2021

May 06, 2021

SELL
$125.83 - $138.59 $12,583 - $13,859
-100 Reduced 13.32%
651 $86,000
Q4 2020

Jan 26, 2021

BUY
$110.86 - $130.52 $83,255 - $98,020
751 New
751 $98,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Avion Wealth Portfolio

Follow Avion Wealth 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 Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.