A detailed history of Db Wealth Management Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 440 shares of XLK stock, worth $100,632. This represents 0.05% of its overall portfolio holdings.

Number of Shares
440
Holding current value
$100,632
% of portfolio
0.05%

Shares

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

Jan 09, 2024

BUY
$160.19 - $193.07 $70,483 - $84,950
440 New
440 $84,000
Q2 2022

Aug 11, 2022

SELL
$123.49 - $161.47 $6,051 - $7,912
-49 Reduced 28.16%
125 $16,000
Q3 2021

Nov 10, 2021

BUY
$147.91 - $159.7 $7,247 - $7,825
49 Added 39.2%
174 $26,000
Q2 2021

Aug 04, 2021

SELL
$131.31 - $147.82 $15,494 - $17,442
-118 Reduced 48.56%
125 $18,000
Q4 2020

Feb 03, 2021

BUY
$110.86 - $130.52 $26,938 - $31,716
243 New
243 $32,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, LLC 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 Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.