Bdo Wealth Advisors, LLC Technology Sector Spdr Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 3,985 shares of XLK stock, worth $930,896. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,985

Previous 3,985 -0.0%

Holding current value

$930,896

Previous $601,000 15.14%

% of portfolio

0.08%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 25, 2022	BUY	$123.49 - $161.47 $61,745 - $80,735	500 Added 14.35%	3,985 $507,000
Q4 2021 Feb 11, 2022	SELL	$148.06 - $176.65 $18,951 - $22,611	-128 Reduced 3.54%	3,485 $606,000
Q3 2021 Nov 09, 2021	BUY	$147.91 - $159.7 $5,768 - $6,228	39 Added 1.09%	3,613 $539,000
Q2 2021 Sep 03, 2021	SELL	$131.31 - $147.82 $19,696 - $22,173	-150 Reduced 4.03%	3,574 $528,000
Q1 2021 May 14, 2021	SELL	$125.83 - $138.59 $98,021 - $107,961	-779 Reduced 17.3%	3,724 $495,000
Q4 2020 Feb 12, 2021	SELL	$110.86 - $130.52 $63,855 - $75,179	-576 Reduced 11.34%	4,503 $585,000
Q3 2020 Nov 12, 2020	BUY	$104.66 - $127.03 $63,947 - $77,615	611 Added 13.68%	5,079 $593,000
Q2 2020 Aug 14, 2020	SELL	$76.54 - $104.63 $8,189 - $11,195	-107 Reduced 2.34%	4,468 $467,000
Q1 2020 May 15, 2020	SELL	$70.4 - $102.79 $32,102 - $46,872	-456 Reduced 9.06%	4,575 $368,000
Q4 2019 Feb 14, 2020	SELL	$78.28 - $91.92 $16,438 - $19,303	-210 Reduced 4.01%	5,031 $461,000
Q2 2019 Aug 09, 2019	BUY	N/A	611 Added 13.2%	5,241 $409,000
Q1 2019 May 15, 2019	SELL	N/A	-660 Reduced 12.48%	4,630 $343,000
Q4 2018 Feb 14, 2019	SELL	N/A	-635 Reduced 10.72%	5,290 $328,000
Q3 2018 Nov 07, 2018	SELL	N/A	-350 Reduced 5.58%	5,925 $446,000
Q2 2018 Aug 27, 2018	BUY	N/A	225 Added 3.72%	6,275 $436,000
Q1 2018 May 23, 2018	SELL	N/A	-150 Reduced 2.42%	6,050 $396,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,225 Added 24.62%	6,200 $396,000
Q3 2017 Nov 08, 2017	BUY	N/A	4,975	4,975 $294,000

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Bdo Wealth Advisors, LLC Technology Sector Spdr Transaction History