A detailed history of Coordinated Financial Services, Inc./Co transactions in Technology Sector Spdr stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 1,758 shares of XLK stock, worth $406,326. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,758
Previous 1,400 25.57%
Holding current value
$406,326
Previous $292 Million 36.41%
% of portfolio
0.34%
Previous 0.25%

Shares

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

Jul 22, 2024

BUY
$192.53 - $231.41 $68,925 - $82,844
358 Added 25.57%
1,758 $398 Million
Q1 2024

May 10, 2024

BUY
$184.12 - $211.02 $257,768 - $295,428
1,400 New
1,400 $292 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Coordinated Financial Services, Inc./Co Portfolio

Follow Coordinated Financial Services, Inc./Co 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 Coordinated Financial Services, Inc./Co, based on Form 13F filings with the SEC.

News

Stay updated on Coordinated Financial Services, Inc./Co with notifications on news.