Ever Source Wealth Advisors, LLC Technology Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,573 shares of XLK stock, worth $827,435. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,573

Previous 3,197 11.76%

Holding current value

$827,435

Previous $723,000 11.48%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$197.34 - $237.68 $74,199 - $89,367	376 Added 11.76%	3,573 $806,000
Q2 2024 Aug 13, 2024	BUY	$192.53 - $231.41 $48,710 - $58,546	253 Added 8.59%	3,197 $723,000
Q1 2024 Jun 11, 2024	BUY	$184.12 - $211.02 $476,318 - $545,908	2,587 Added 724.65%	2,944 $613,000
Q4 2023 Feb 09, 2024	SELL	$160.19 - $193.07 $8,329 - $10,039	-52 Reduced 12.71%	357 $68,000
Q2 2023 Aug 04, 2023	SELL	$143.97 - $174.63 $17,852 - $21,654	-124 Reduced 23.26%	409 $71,000
Q1 2023 May 11, 2023	BUY	$121.18 - $151.01 $1,090 - $1,359	9 Added 1.72%	533 $80,000
Q4 2022 Feb 09, 2023	BUY	$116.56 - $136.15 $27,741 - $32,403	238 Added 83.22%	524 $65,000
Q1 2022 May 25, 2022	SELL	$141.39 - $175.52 $5,372 - $6,669	-38 Reduced 11.73%	286 $45,000
Q4 2021 Feb 07, 2022	BUY	$148.06 - $176.65 $47,971 - $57,234	324 New	324 $56,000

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Ever Source Wealth Advisors, LLC Technology Sector Spdr Transaction History