A detailed history of Juncture Wealth Strategies, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 1,848 shares of XLK stock, worth $430,362. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,848
Holding current value
$430,362
% of portfolio
0.17%

Shares

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

Apr 05, 2024

BUY
$184.12 - $211.02 $340,253 - $389,964
1,848 New
1,848 $384,000
Q4 2022

Jan 18, 2023

SELL
$119.89 - $136.15 $14,626 - $16,610
-122 Reduced 5.5%
2,098 $0
Q3 2022

Oct 11, 2022

SELL
N/A
-517 Reduced 18.89%
2,220 $264,000
Q2 2022

Jul 14, 2022

BUY
N/A
237 Added 9.48%
2,737 $348,000
Q1 2022

Jul 14, 2022

SELL
N/A
-3,209 Reduced 56.21%
2,500 $397,000
Q4 2021

Jan 19, 2022

BUY
N/A
634 Added 12.49%
5,709 $993,000
Q3 2021

Oct 15, 2021

BUY
N/A
1,596 Added 45.88%
5,075 $758,000
Q2 2021

Aug 13, 2021

SELL
N/A
-1,211 Reduced 25.82%
3,479 $533,000
Q1 2021

Apr 15, 2021

SELL
N/A
-1,248 Reduced 21.02%
4,690 $613,000
Q4 2020

Jan 25, 2021

SELL
N/A
-1,600 Reduced 21.23%
5,938 $772,000
Q3 2020

Oct 15, 2020

SELL
N/A
-2,634 Reduced 25.89%
7,538 $880,000
Q2 2020

Jul 28, 2020

SELL
N/A
-2,706 Reduced 21.01%
10,172 $1.06 Million
Q1 2020

Apr 21, 2020

SELL
N/A
-1,015 Reduced 7.31%
12,878 $1.04 Million
Q4 2019

Feb 03, 2020

SELL
N/A
-1,470 Reduced 9.57%
13,893 $1.27 Million
Q3 2019

Oct 10, 2019

SELL
N/A
-7,601 Reduced 33.1%
15,363 $1.24 Million
Q2 2019

Jul 16, 2019

SELL
N/A
-15,695 Reduced 40.6%
22,964 $1.79 Million
Q1 2019

Apr 09, 2019

SELL
N/A
-25,576 Reduced 39.82%
38,659 $2.86 Million
Q4 2018

Jan 17, 2019

SELL
N/A
-52,643 Reduced 45.04%
64,235 $3.98 Million
Q3 2018

Oct 03, 2018

SELL
N/A
-23,434 Reduced 16.7%
116,878 $8.8 Million
Q2 2018

Jul 13, 2018

SELL
N/A
-65 Reduced 0.05%
140,312 $9.75 Million
Q1 2018

Apr 25, 2018

SELL
N/A
-5,916 Reduced 4.04%
140,377 $9.18 Million
Q4 2017

Jan 22, 2018

SELL
N/A
-11,981 Reduced 7.57%
146,293 $9.36 Million
Q3 2017

Oct 18, 2017

BUY
N/A
158,274
158,274 $9.35 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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