Jgp Wealth Management, LLC Technology Sector Spdr Transaction History

Jgp Wealth Management, LLC

  • $771 Million
  • Q4 2024

A detailed history of Jgp Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 1,830 shares of XLK stock, worth $422,382. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,830
Previous 1,830 -0.0%
Holding current value
$422,382
Previous $413,000 2.91%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 24, 2024
SELL
$184.12 - $211.02 $11,415 - $13,083
-62 Reduced 3.28%
1,830 $381,000
Q4 2023

Jan 10, 2024
BUY
$160.19 - $193.07 $10,892 - $13,128
68 Added 3.73%
1,892 $364,000
Q3 2021

Oct 13, 2021
BUY
$147.91 - $159.7 $23,665 - $25,552
160 Added 9.62%
1,824 $272,000
Q2 2021

Aug 12, 2021
SELL
$131.31 - $147.82 $525 - $591
-4 Reduced 0.24%
1,664 $246,000
Q1 2021

Apr 28, 2021
BUY
$125.83 - $138.59 $209,884 - $231,168
1,668 New
1,668 $222,000

Others Institutions Holding XLK

# of Institutions
2,305
Shares Held
172M
Call Options Held
14.8M
Put Options Held
17.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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