Fairhaven Wealth Management, LLC Technology Sector Spdr Transaction History

Fairhaven Wealth Management, LLC

  • $319 Million
  • Q4 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 1,026 shares of XLK stock, worth $247,686. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,026
Previous 1,085 5.44%
Holding current value
$247,686
Previous $244,000 2.46%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$220.26 - $241.44 $12,995 - $14,244
-59 Reduced 5.44%
1,026 $238,000
Q3 2024

Nov 12, 2024
SELL
$197.34 - $237.68 $17,563 - $21,153
-89 Reduced 7.58%
1,085 $244,000
Q4 2023

Feb 08, 2024
BUY
$160.19 - $193.07 $188,063 - $226,664
1,174 New
1,174 $225,000
Q2 2023

Aug 11, 2023
BUY
$143.97 - $174.63 $172,188 - $208,857
1,196 New
1,196 $207,000
Q1 2022

May 16, 2022
SELL
$141.39 - $175.52 $169,102 - $209,921
-1,196 Closed
0 $0
Q4 2021

Jan 18, 2022
BUY
$148.06 - $176.65 $177,079 - $211,273
1,196 New
1,196 $208,000

Others Institutions Holding XLK

# of Institutions
2,396
Shares Held
182M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Fairhaven Wealth Management, LLC Portfolio

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

News

Stay updated on Fairhaven Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email