Jfs Wealth Advisors, LLC Technology Sector Spdr Transaction History

Jfs Wealth Advisors, LLC

$1.26 Billion
Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 21,410 shares of XLK stock, worth $4.84 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

21,410

Previous 20,471 4.59%

Holding current value

$4.84 Million

Previous $3.94 Million 13.17%

% of portfolio

0.35%

Previous 0.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$184.12 - $211.02 $172,888 - $198,147	939 Added 4.59%	21,410 $4.46 Million
Q4 2023 Feb 07, 2024	BUY	$160.19 - $193.07 $50,459 - $60,817	315 Added 1.56%	20,471 $3.94 Million
Q3 2023 Nov 02, 2023	BUY	$161.97 - $180.26 $167,153 - $186,028	1,032 Added 5.4%	20,156 $3.3 Million
Q2 2023 Aug 07, 2023	BUY	$143.97 - $174.63 $60,323 - $73,169	419 Added 2.24%	19,124 $3.32 Million
Q1 2023 Apr 19, 2023	SELL	$121.18 - $151.01 $65,073 - $81,092	-537 Reduced 2.79%	18,705 $2.82 Million

Q4 2022 Feb 13, 2023	SELL	$119.89 - $136.15 $1.03 Million - $1.17 Million	-8,574 Reduced 30.82%	19,242 $2.39 Million
Q3 2022 Oct 21, 2022	BUY	N/A	37 Added 0.13%	27,816 $3.3 Million
Q2 2022 Aug 02, 2022	SELL	N/A	-441 Reduced 1.56%	27,779 $3.53 Million
Q1 2022 May 02, 2022	SELL	N/A	-1,554 Reduced 5.22%	28,220 $4.49 Million
Q4 2021 Feb 03, 2022	BUY	N/A	778 Added 2.68%	29,774 $5.18 Million
Q3 2021 Nov 09, 2021	BUY	N/A	28,996 New	28,996 $4.33 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-244 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	244 New	244 $18,000

Others Institutions Holding XLK

# of Institutions

2,106

Shares Held

175M

Call Options Held

8.51M

Put Options Held

11.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Jfs Wealth Advisors, LLC Technology Sector Spdr Transaction History