Burt Wealth Advisors Technology Sector Spdr Transaction History

Burt Wealth Advisors

  • $395 Million
  • Q4 2024

A detailed history of Burt Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Burt Wealth Advisors holds 1,235 shares of XLK stock, worth $290,015. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,235
Previous 1,235 -0.0%
Holding current value
$290,015
Previous $278,000 3.24%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 16, 2024
SELL
$192.53 - $231.41 $770 - $925
-4 Reduced 0.32%
1,235 $279,000
Q1 2024

Apr 18, 2024
BUY
$184.12 - $211.02 $736 - $844
4 Added 0.32%
1,239 $258,000
Q2 2023

Jul 18, 2023
BUY
$143.97 - $174.63 $177,802 - $215,668
1,235 New
1,235 $214,000
Q1 2021

Apr 15, 2021
SELL
$125.83 - $138.59 $150,996 - $166,308
-1,200 Closed
0 $0
Q1 2018

Apr 24, 2018
BUY
N/A
1,200 New
1,200 $79,000
Q4 2017

Jan 30, 2018
SELL
N/A
-1,200 Closed
0 $0
Q2 2017

Aug 07, 2017
BUY
N/A
1,200
1,200 $65,000

Others Institutions Holding XLK

# of Institutions
2,335
Shares Held
178M
Call Options Held
14.8M
Put Options Held
17.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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