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 1,085 shares of XLK stock, worth $251,687. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,085
Previous 1,174 7.58%
Holding current value
$251,687
Previous $265,000 7.92%
% of portfolio
0.07%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About TECHNOLOGY SECTOR SPDR


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