Heritage Wealth Management, LLC Technology Sector Spdr Transaction History

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 2024

A detailed history of Heritage Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 2,995 shares of XLK stock, worth $686,094. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,995
Previous 3,166 5.4%
Holding current value
$686,094
Previous $609,000 2.3%
% of portfolio
0.31%
Previous 0.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$184.12 - $211.02 $31,484 - $36,084
-171 Reduced 5.4%
2,995 $623,000
Q4 2023

Feb 06, 2024
SELL
$160.19 - $193.07 $725,340 - $874,220
-4,528 Reduced 58.85%
3,166 $609,000
Q4 2022

Feb 13, 2023
BUY
$119.89 - $136.15 $444,791 - $505,116
3,710 Added 93.12%
7,694 $957,000
Q3 2022

Nov 14, 2022
BUY
N/A
5 Added 0.13%
3,984 $473,000
Q2 2022

Aug 15, 2022
SELL
N/A
-370 Reduced 8.51%
3,979 $0
Q1 2022

Aug 15, 2022
BUY
N/A
9 Added 0.21%
4,349 $691,000
Q3 2021

Nov 10, 2021
SELL
N/A
-154 Reduced 3.43%
4,340 $648,000
Q2 2021

Aug 11, 2021
BUY
N/A
4,494 New
4,494 $664,000

Others Institutions Holding XLK

# of Institutions
2,109
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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