Comprehensive Wealth Management, LLC Technology Sector Spdr Transaction History

Comprehensive Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 18,653 shares of XLK stock, worth $3.98 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares
18,653
Previous 19,031 1.99%
Holding current value
$3.98 Million
Previous $3.66 Million 6.03%
% of portfolio
3.05%
Previous 3.31%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$184.12 - $211.02 $69,597 - $79,765
-378 Reduced 1.99%
18,653 $3.88 Million
Q4 2023

Jan 12, 2024
BUY
$160.19 - $193.07 $51,420 - $61,975
321 Added 1.72%
19,031 $3.66 Million
Q3 2023

Jan 12, 2024
BUY
$161.97 - $180.26 $121,477 - $135,195
750 Added 4.18%
18,710 $3.07 Million
Q2 2023

Jan 12, 2024
SELL
$143.97 - $174.63 $212,499 - $257,753
-1,476 Reduced 7.59%
17,960 $3.12 Million
Q1 2023

Jan 12, 2024
SELL
$121.18 - $151.01 $217,154 - $270,609
-1,792 Reduced 8.44%
19,436 $2.94 Million
Q4 2022

Jan 12, 2024
BUY
$119.89 - $136.15 $186,548 - $211,849
1,556 Added 7.91%
21,228 $2.64 Million
Q3 2022

Jan 12, 2024
BUY
N/A
670 Added 3.53%
19,672 $0
Q2 2022

Jan 12, 2024
BUY
N/A
4,956 Added 35.28%
19,002 $0
Q1 2022

Jan 12, 2024
BUY
N/A
6,994 Added 99.18%
14,046 $0
Q4 2021

Jan 12, 2024
BUY
N/A
1,051 Added 17.51%
7,052 $0
Q3 2021

Jan 12, 2024
BUY
N/A
2,120 Added 54.63%
6,001 $0
Q2 2021

Jan 12, 2024
BUY
N/A
1,475 Added 61.31%
3,881 $0
Q1 2021

Jan 10, 2024
BUY
N/A
236 Added 10.88%
2,406 $0
Q4 2020

Jan 10, 2024
BUY
N/A
2,170 New
2,170 $0

Others Institutions Holding XLK

# of Institutions
2,124
Shares Held
174M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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