Beaumont Financial Advisors, LLC Technology Sector Spdr Transaction History

Beaumont Financial Advisors, LLC

$1.1 Billion
Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,825 shares of XLK stock, worth $800,763. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,825

Previous 3,961 3.43%

Holding current value

$800,763

Previous $824,000 4.98%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$192.53 - $231.41 $26,184 - $31,471	-136 Reduced 3.43%	3,825 $865,000
Q1 2024 May 10, 2024	SELL	$184.12 - $211.02 $37,192 - $42,626	-202 Reduced 4.85%	3,961 $824,000
Q4 2023 Jan 31, 2024	SELL	$160.19 - $193.07 $142,569 - $171,832	-890 Reduced 17.61%	4,163 $801,000
Q3 2023 Nov 01, 2023	BUY	$161.97 - $180.26 $45,675 - $50,833	282 Added 5.91%	5,053 $828,000
Q2 2023 Aug 02, 2023	SELL	$143.97 - $174.63 $10,941 - $13,271	-76 Reduced 1.57%	4,771 $829,000
Q1 2023 May 08, 2023	SELL	$121.18 - $151.01 $10,906 - $13,590	-90 Reduced 1.82%	4,847 $731,000
Q4 2022 Jan 25, 2023	BUY	$119.89 - $136.15 $591,896 - $672,172	4,937 New	4,937 $0

Others Institutions Holding XLK

# of Institutions

2,197

Shares Held

173M

Call Options Held

13.5M

Put Options Held

14.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Beaumont Financial Advisors, LLC Technology Sector Spdr Transaction History