Bogart Wealth, LLC Technology Sector Spdr Transaction History

Bogart Wealth, LLC

  • $1.96 Billion
  • Q1 2024

A detailed history of Bogart Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bogart Wealth, LLC holds 300 shares of XLK stock, worth $68,724. This represents 0.0% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$68,724
Previous $57,000 8.77%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$160.19 - $193.07 $32,038 - $38,614
200 Added 200.0%
300 $57,000
Q2 2023

Jul 28, 2023
SELL
$143.97 - $174.63 $57,588 - $69,852
-400 Reduced 80.0%
100 $17,000
Q1 2023

Apr 21, 2023
SELL
$121.18 - $151.01 $12,118 - $15,101
-100 Reduced 16.67%
500 $75,000
Q4 2022

Feb 06, 2023
BUY
$119.89 - $136.15 $71,934 - $81,690
600 New
600 $74,000
Q1 2022

Apr 22, 2022
SELL
N/A
-154 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
N/A
20 Added 14.93%
154 $27,000
Q3 2021

Oct 15, 2021
BUY
N/A
134 New
134 $20,000
Q3 2019

Oct 10, 2019
SELL
N/A
-288 Closed
0 $0
Q4 2018

Jan 15, 2019
SELL
N/A
-15,465 Reduced 98.17%
288 $17,000
Q3 2018

Oct 16, 2018
SELL
N/A
-2,152 Reduced 12.02%
15,753 $1.19 Million
Q2 2018

Jul 13, 2018
BUY
N/A
1,009 Added 5.97%
17,905 $1.24 Million
Q1 2018

Apr 13, 2018
BUY
N/A
1,336 Added 8.59%
16,896 $1.11 Million
Q4 2017

Jan 11, 2018
BUY
N/A
2,292 Added 17.27%
15,560 $995,000
Q3 2017

Oct 12, 2017
BUY
N/A
407 Added 3.16%
13,268 $797,000
Q2 2017

Sep 19, 2017
SELL
N/A
-1,040 Reduced 7.48%
12,861 $704,000
Q1 2017

Sep 19, 2017
BUY
N/A
1,672 Added 13.67%
13,901 $741,000
Q4 2016

Aug 31, 2017
BUY
N/A
12,229
12,229 $591,000

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

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