Forza Wealth Management, LLC Technology Sector Spdr Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 3,860 shares of XLK stock, worth $901,696. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,860
Previous 3,861 0.03%
Holding current value
$901,696
Previous $873 Million 0.23%
% of portfolio
0.4%
Previous 0.45%

Shares

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

Oct 28, 2024
SELL
$197.34 - $237.68 $197 - $237
-1 Reduced 0.03%
3,860 $871 Million
Q4 2023

Jan 24, 2024
SELL
$160.19 - $193.07 $897,064 - $1.08 Million
-5,600 Reduced 59.19%
3,861 $743 Million
Q3 2023

Oct 24, 2023
BUY
$161.97 - $180.26 $72,886 - $81,117
450 Added 4.99%
9,461 $1.55 Billion
Q2 2023

Jul 25, 2023
SELL
$143.97 - $174.63 $73,424 - $89,061
-510 Reduced 5.36%
9,011 $1.57 Billion
Q1 2023

May 03, 2023
BUY
$121.18 - $151.01 $747,074 - $930,976
6,165 Added 183.7%
9,521 $1.44 Billion
Q4 2022

Feb 06, 2023
BUY
$116.56 - $136.15 $391,175 - $456,919
3,356 New
3,356 $418 Million

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

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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