Hcr Wealth Advisors Technology Sector Spdr Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Hcr Wealth Advisors holds 4,829 shares of XLK stock, worth $1.16 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,829

Previous 5,039 4.17%

Holding current value

$1.16 Million

Previous $1.14 Million 4.3%

% of portfolio

0.14%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$197.34 - $237.68 $41,441 - $49,912	-210 Reduced 4.17%	4,829 $1.09 Million
Q2 2024 Aug 06, 2024	BUY	$192.53 - $231.41 $40,046 - $48,133	208 Added 4.31%	5,039 $1.14 Million
Q1 2024 May 10, 2024	SELL	$184.12 - $211.02 $4,603 - $5,275	-25 Reduced 0.51%	4,831 $1.01 Million
Q4 2023 Feb 09, 2024	BUY	$160.19 - $193.07 $777,882 - $937,547	4,856 New	4,856 $934,000
Q1 2021 May 13, 2021	SELL	$125.83 - $138.59 $54,736 - $60,286	-435 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$110.86 - $130.52 $17,737 - $20,883	160 Added 58.18%	435 $57,000
Q3 2020 Nov 05, 2020	BUY	$104.66 - $127.03 $9,419 - $11,432	90 Added 48.65%	275 $32,000
Q4 2019 Feb 07, 2020	BUY	$78.28 - $91.92 $14,481 - $17,005	185 New	185 $17,000

Others Institutions Holding XLK

# of Institutions

2,241

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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Hcr Wealth Advisors Technology Sector Spdr Transaction History