A detailed history of Chicago Wealth Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 5,264 shares of XLK stock, worth $1.2 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
5,264
Previous 4,402 19.58%
Holding current value
$1.2 Million
Previous $995,000 19.4%
% of portfolio
0.67%
Previous 0.61%

Shares

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

Nov 12, 2024

BUY
$197.34 - $237.68 $170,107 - $204,880
862 Added 19.58%
5,264 $1.19 Million
Q2 2024

Aug 14, 2024

BUY
$192.53 - $231.41 $847,517 - $1.02 Million
4,402 New
4,402 $995,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Chicago Wealth Management, Inc. Portfolio

Follow Chicago Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chicago Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Chicago Wealth Management, Inc. with notifications on news.