A detailed history of Esg Planning transactions in Technology Sector Spdr stock. As of the latest transaction made, Esg Planning holds 5,865 shares of XLK stock, worth $1.41 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
5,865
Previous 4,659 25.89%
Holding current value
$1.41 Million
Previous $1.05 Million 25.62%
% of portfolio
0.88%
Previous 1.06%

Shares

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

Nov 07, 2024

BUY
$197.34 - $237.68 $237,992 - $286,642
1,206 Added 25.89%
5,865 $1.32 Million
Q2 2024

Jul 30, 2024

BUY
$192.53 - $231.41 $523,874 - $629,666
2,721 Added 140.4%
4,659 $1.05 Million
Q1 2024

May 01, 2024

BUY
$184.12 - $211.02 $356,824 - $408,956
1,938 New
1,938 $403,000
Q4 2022

Feb 03, 2023

SELL
$116.56 - $136.15 $589,327 - $688,374
-5,056 Reduced 58.78%
3,546 $441,000
Q3 2022

Nov 09, 2022

BUY
$118.78 - $151.56 $18,648 - $23,794
157 Added 1.86%
8,602 $1.01 Million
Q2 2022

Aug 10, 2022

BUY
$123.49 - $161.47 $126,206 - $165,022
1,022 Added 13.77%
8,445 $1.07 Million
Q1 2022

May 31, 2022

BUY
$141.39 - $175.52 $1.05 Million - $1.3 Million
7,423 New
7,423 $1.18 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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