A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 2,425 shares of XLK stock, worth $566,480. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,425
Previous 2,543 4.64%
Holding current value
$566,480
Previous $575,000 4.87%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Oct 31, 2024

SELL
$197.34 - $237.68 $23,286 - $28,046
-118 Reduced 4.64%
2,425 $547,000
Q2 2024

Jul 17, 2024

BUY
$192.53 - $231.41 $288,217 - $346,420
1,497 Added 143.12%
2,543 $575,000
Q4 2023

Jan 24, 2024

BUY
$160.19 - $193.07 $167,558 - $201,951
1,046 New
1,046 $201,000
Q1 2022

May 11, 2022

SELL
$141.39 - $175.52 $132,199 - $164,111
-935 Closed
0 $0
Q4 2021

Mar 10, 2022

BUY
$148.06 - $176.65 $138,436 - $165,167
935 New
935 $144,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Comprehensive Financial Consultants Institutional, Inc. Portfolio

Follow Comprehensive Financial Consultants Institutional, 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 Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.