Compass Wealth Management LLC Technology Sector Spdr Transaction History

Compass Wealth Management LLC

  • $405 Billion
  • Q2 2024

A detailed history of Compass Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Compass Wealth Management LLC holds 2,960 shares of XLK stock, worth $666,858. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,960
Previous 2,960 -0.0%
Holding current value
$666,858
Previous $616 Million 8.62%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Jan 04, 2024
SELL
$160.19 - $193.07 $18,421 - $22,203
-115 Reduced 3.74%
2,960 $570 Million
Q2 2023

Jul 27, 2023
SELL
$143.97 - $174.63 $7,198 - $8,731
-50 Reduced 1.6%
3,075 $535 Million
Q4 2022

Feb 17, 2023
BUY
$116.56 - $136.15 $364,250 - $425,468
3,125 New
3,125 $389 Million

Others Institutions Holding XLK

# of Institutions
2,199
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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