Bogart Wealth, LLC Technology Sector Spdr Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bogart Wealth, LLC holds 411 shares of XLK stock, worth $94,994. This represents 0.0% of its overall portfolio holdings.

Number of Shares
411
Previous 301 36.54%
Holding current value
$94,994
Previous $68,000 35.29%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$197.34 - $237.68 $21,707 - $26,144
110 Added 36.54%
411 $92,000
Q2 2024

Jul 31, 2024
BUY
$192.53 - $231.41 $192 - $231
1 Added 0.33%
301 $68,000
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
$116.56 - $136.15 $69,936 - $81,690
600 New
600 $74,000
Q1 2022

Apr 22, 2022
SELL
$141.39 - $175.52 $21,774 - $27,030
-154 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$148.06 - $176.65 $2,961 - $3,533
20 Added 14.93%
154 $27,000
Q3 2021

Oct 15, 2021
BUY
$147.91 - $159.7 $19,819 - $21,399
134 New
134 $20,000
Q3 2019

Oct 10, 2019
SELL
$79.69 - $81.76 $22,950 - $23,546
-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
2,239
Shares Held
168M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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