Blue Zone Wealth Advisors, LLC Technology Sector Spdr Transaction History

Blue Zone Wealth Advisors, LLC

  • $273 Million
  • Q2 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 13,883 shares of XLK stock, worth $2.91 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
13,883
Previous 13,647 1.73%
Holding current value
$2.91 Million
Previous $2.84 Million 10.49%
% of portfolio
1.15%
Previous 1.04%

Shares

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

Jul 12, 2024
BUY
$192.53 - $231.41 $45,437 - $54,612
236 Added 1.73%
13,883 $3.14 Million
Q1 2024

Apr 17, 2024
BUY
$184.12 - $211.02 $3,130 - $3,587
17 Added 0.12%
13,647 $2.84 Million
Q4 2023

Jan 09, 2024
BUY
$160.19 - $193.07 $1,441 - $1,737
9 Added 0.07%
13,630 $2.62 Million
Q3 2023

Oct 13, 2023
BUY
$161.97 - $180.26 $8,098 - $9,013
50 Added 0.37%
13,621 $2.23 Million
Q2 2023

Jul 24, 2023
BUY
$143.97 - $174.63 $5,038 - $6,112
35 Added 0.26%
13,571 $2.36 Million
Q1 2023

Apr 20, 2023
SELL
$121.18 - $151.01 $44,715 - $55,722
-369 Reduced 2.65%
13,536 $2.04 Million
Q4 2022

Jan 27, 2023
SELL
$119.89 - $136.15 $8,751 - $9,938
-73 Reduced 0.52%
13,905 $0
Q3 2022

Oct 14, 2022
SELL
N/A
-402 Reduced 2.8%
13,978 $1.66 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-659 Reduced 4.38%
14,380 $1.83 Million
Q1 2022

Apr 08, 2022
SELL
N/A
-339 Reduced 2.2%
15,039 $2.39 Million
Q4 2021

Jan 24, 2022
BUY
N/A
394 Added 2.63%
15,378 $2.67 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-71 Reduced 0.47%
14,984 $2.24 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-51 Reduced 0.34%
15,055 $2.22 Million
Q1 2021

May 04, 2021
SELL
N/A
-1,140 Reduced 7.02%
15,106 $2.01 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-241 Reduced 1.46%
16,246 $2.11 Million
Q3 2020

Oct 23, 2020
BUY
N/A
373 Added 2.31%
16,487 $1.92 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-5,886 Reduced 26.75%
16,114 $1.68 Million
Q1 2020

Apr 29, 2020
BUY
N/A
16,996 Added 339.65%
22,000 $1.77 Million
Q4 2019

Feb 13, 2020
BUY
N/A
5,004 New
5,004 $459,000

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

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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