Intercontinental Wealth Advisors, LLC Technology Sector Spdr Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 2,423 shares of XLK stock, worth $545,199. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,423
Previous 2,423 -0.0%
Holding current value
$545,199
Previous $365,000 15.34%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 06, 2021
BUY
$131.31 - $147.82 $25,342 - $28,529
193 Added 8.65%
2,423 $358,000
Q1 2021

May 14, 2021
BUY
$125.83 - $138.59 $241,719 - $266,231
1,921 Added 621.68%
2,230 $296,000
Q4 2018

Jan 31, 2019
BUY
N/A
309 New
309 $19,000
Q1 2018

May 02, 2018
SELL
N/A
-3,979 Closed
0 $0
Q4 2017

Feb 20, 2018
BUY
N/A
140 Added 3.65%
3,979 $254,000
Q1 2017

Mar 09, 2018
BUY
N/A
3,839
3,839 $205,000

Others Institutions Holding XLK

# of Institutions
2,198
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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