Balboa Wealth Partners Technology Sector Spdr Transaction History

Balboa Wealth Partners

$310 Million
Q1 2024

A detailed history of Balboa Wealth Partners transactions in Technology Sector Spdr stock. As of the latest transaction made, Balboa Wealth Partners holds 8,599 shares of XLK stock, worth $1.97 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

8,599

Previous 11,182 23.1%

Holding current value

$1.97 Million

Previous $2.15 Million 16.82%

% of portfolio

0.58%

Previous 0.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$184.12 - $211.02 $475,581 - $545,064	-2,583 Reduced 23.1%	8,599 $1.79 Million
Q4 2023 Feb 09, 2024	BUY	$160.19 - $193.07 $137,282 - $165,460	857 Added 8.3%	11,182 $2.15 Million
Q3 2023 Oct 23, 2023	BUY	$161.97 - $180.26 $9,394 - $10,455	58 Added 0.56%	10,325 $1.69 Million
Q2 2023 Aug 08, 2023	BUY	$143.97 - $174.63 $7,054 - $8,556	49 Added 0.48%	10,267 $1.79 Million
Q1 2023 May 11, 2023	BUY	$121.18 - $151.01 $77,312 - $96,344	638 Added 6.66%	10,218 $1.54 Million

Q4 2022 Feb 14, 2023	SELL	$119.89 - $136.15 $171,442 - $194,694	-1,430 Reduced 12.99%	9,580 $1.19 Million
Q3 2022 Jan 04, 2023	BUY	N/A	11,010 New	11,010 $1.31 Million

Others Institutions Holding XLK

# of Institutions

2,109

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Account

Balboa Wealth Partners Technology Sector Spdr Transaction History