Beaird Harris Wealth Management, LLC Technology Sector Spdr Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q3 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 5,548 shares of XLK stock, worth $1.29 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,548

Previous 1,409 293.75%

Holding current value

$1.29 Million

Previous $318,000 293.71%

% of portfolio

0.12%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 02, 2024	BUY	$197.34 - $237.68 $816,790 - $983,757	4,139 Added 293.75%	5,548 $1.25 Million
Q2 2024 Aug 15, 2024	BUY	$192.53 - $231.41 $213,130 - $256,170	1,107 Added 366.56%	1,409 $318,000
Q3 2023 Nov 15, 2023	SELL	$161.97 - $180.26 $32,879 - $36,592	-203 Reduced 40.2%	302 $49,000
Q2 2023 Jul 26, 2023	SELL	$143.97 - $174.63 $5,614 - $6,810	-39 Reduced 7.17%	505 $87,000
Q1 2023 Apr 24, 2023	SELL	$121.18 - $151.01 $124,573 - $155,238	-1,028 Reduced 65.39%	544 $82,000
Q4 2022 Feb 14, 2023	BUY	$116.56 - $136.15 $155,024 - $181,079	1,330 Added 549.59%	1,572 $195,000
Q2 2022 Aug 12, 2022	BUY	$123.49 - $161.47 $29,884 - $39,075	242 New	242 $31,000

Others Institutions Holding XLK

# of Institutions

2,241

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Account

Beaird Harris Wealth Management, LLC Technology Sector Spdr Transaction History