Lake Point Wealth Management Technology Sector Spdr Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Lake Point Wealth Management holds 44 shares of XLK stock, worth $12,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares
44
Previous 19 131.58%
Holding current value
$12,525
Previous $3,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
BUY
$123.49 - $161.47 $3,087 - $4,036
25 Added 131.58%
44 $6,000
Q1 2019

Aug 07, 2019
SELL
N/A
-12,099 Reduced 99.84%
19 $1,000
Q1 2019

Jun 03, 2019
BUY
N/A
118 Added 0.98%
12,118 $743,000
Q4 2018

Aug 07, 2019
SELL
N/A
-118 Reduced 0.97%
12,000 $744,000
Q4 2018

Feb 21, 2019
BUY
N/A
12,118 New
12,118 $743,000

Others Institutions Holding XLK

# of Institutions
2,516
Shares Held
184M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email