A detailed history of Everhart Financial Group, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 2,006 shares of XLK stock, worth $449,163. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,006
Previous 1,527 31.37%
Holding current value
$449,163
Previous $318,000 42.45%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Jul 24, 2024

BUY
$192.53 - $231.41 $92,221 - $110,845
479 Added 31.37%
2,006 $453,000
Q1 2024

May 13, 2024

BUY
$184.12 - $211.02 $18,043 - $20,679
98 Added 6.86%
1,527 $318,000
Q4 2023

Jan 12, 2024

BUY
$160.19 - $193.07 $228,911 - $275,897
1,429 New
1,429 $275,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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