Elwood & Goetz Wealth Advisory Group, LLC Technology Sector Spdr Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $351 Million
  • Q2 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 3,436 shares of XLK stock, worth $774,096. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,436
Previous 3,465 0.84%
Holding current value
$774,096
Previous $721,000 7.77%
% of portfolio
0.22%
Previous 0.18%

Shares

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

Jul 30, 2024
SELL
$192.53 - $231.41 $5,583 - $6,710
-29 Reduced 0.84%
3,436 $777,000
Q1 2024

Apr 22, 2024
BUY
$184.12 - $211.02 $5,155 - $5,908
28 Added 0.81%
3,465 $721,000
Q4 2023

Jan 18, 2024
SELL
$160.19 - $193.07 $95,633 - $115,262
-597 Reduced 14.8%
3,437 $661,000
Q3 2023

Oct 19, 2023
SELL
$161.97 - $180.26 $485 - $540
-3 Reduced 0.07%
4,034 $661,000
Q2 2023

Jul 28, 2023
SELL
$143.97 - $174.63 $2,015 - $2,444
-14 Reduced 0.35%
4,037 $701,000
Q1 2023

Apr 19, 2023
BUY
$121.18 - $151.01 $194,857 - $242,824
1,608 Added 65.82%
4,051 $611,000
Q4 2022

Jan 27, 2023
SELL
$116.56 - $136.15 $164,233 - $191,835
-1,409 Reduced 36.58%
2,443 $304,000
Q3 2022

Oct 28, 2022
BUY
$118.78 - $151.56 $150,850 - $192,481
1,270 Added 49.19%
3,852 $458,000
Q2 2022

Aug 11, 2022
BUY
$123.49 - $161.47 $44,950 - $58,775
364 Added 16.41%
2,582 $328,000
Q1 2022

Apr 15, 2022
BUY
$141.39 - $175.52 $95,579 - $118,651
676 Added 43.84%
2,218 $353,000
Q4 2021

Jan 14, 2022
BUY
$148.06 - $176.65 $228,308 - $272,394
1,542 New
1,542 $268,000

Others Institutions Holding XLK

# of Institutions
2,198
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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