Forza Wealth Management, LLC Technology Sector Spdr Transaction History

Forza Wealth Management, LLC

$219 Billion
Q4 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 3,905 shares of XLK stock, worth $813,802. This represents 0.41% of its overall portfolio holdings.

Number of Shares

3,905

Previous 3,860 1.17%

Holding current value

$813,802

Previous $871 Million 4.2%

% of portfolio

0.41%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$220.26 - $241.44 $9,911 - $10,864	45 Added 1.17%	3,905 $908 Million
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

2,412

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Forza Wealth Management, LLC Technology Sector Spdr Transaction History