Liberty Wealth Management LLC Technology Sector Spdr Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,074 shares of XLK stock, worth $725,341. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,074
Previous 2,771 10.93%
Holding current value
$725,341
Previous $627,000 10.53%
% of portfolio
0.12%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$197.34 - $237.68 $59,794 - $72,017
303 Added 10.93%
3,074 $693,000
Q2 2024

Aug 06, 2024
BUY
$192.53 - $231.41 $3,273 - $3,933
17 Added 0.62%
2,771 $627,000
Q1 2024

May 02, 2024
SELL
$184.12 - $211.02 $88,193 - $101,078
-479 Reduced 14.82%
2,754 $573,000
Q4 2023

Feb 08, 2024
BUY
$160.19 - $193.07 $480 - $579
3 Added 0.09%
3,233 $622,000
Q3 2023

Nov 13, 2023
BUY
$161.97 - $180.26 $14,901 - $16,583
92 Added 2.93%
3,230 $529,000
Q2 2023

Aug 10, 2023
BUY
$143.97 - $174.63 $67,377 - $81,726
468 Added 17.53%
3,138 $545,000
Q1 2023

May 03, 2023
BUY
$121.18 - $151.01 $22,418 - $27,936
185 Added 7.44%
2,670 $403,000
Q3 2022

Nov 15, 2022
BUY
$118.78 - $151.56 $39,078 - $49,863
329 Added 15.26%
2,485 $295,000
Q2 2022

Aug 15, 2022
BUY
$123.49 - $161.47 $246 - $322
2 Added 0.09%
2,156 $274,000
Q1 2022

May 09, 2022
SELL
$141.39 - $175.52 $19,511 - $24,221
-138 Reduced 6.02%
2,154 $342,000
Q4 2021

Feb 15, 2022
SELL
$148.06 - $176.65 $21,320 - $25,437
-144 Reduced 5.91%
2,292 $398,000
Q3 2021

Nov 15, 2021
BUY
$147.91 - $159.7 $163,292 - $176,308
1,104 Added 82.88%
2,436 $364,000
Q2 2021

Aug 13, 2021
SELL
$131.31 - $147.82 $25.6 Million - $28.9 Million
-195,284 Reduced 99.32%
1,332 $197,000
Q2 2021

Aug 13, 2021
BUY
$131.31 - $147.82 $25.7 Million - $29 Million
195,881 Added 26650.48%
196,616 $1.33 Million
Q4 2020

Feb 09, 2021
BUY
$110.86 - $130.52 $4,434 - $5,220
40 Added 5.76%
735 $97,000
Q3 2020

Nov 05, 2020
BUY
$104.66 - $127.03 $1,674 - $2,032
16 Added 2.36%
695 $81,000
Q2 2020

Aug 04, 2020
BUY
$76.54 - $104.63 $3,367 - $4,603
44 Added 6.93%
679 $71,000
Q1 2020

Apr 27, 2020
BUY
$70.4 - $102.79 $12,038 - $17,577
171 Added 36.85%
635 $51,000
Q4 2019

Feb 05, 2020
BUY
$78.28 - $91.92 $78 - $91
1 Added 0.22%
464 $43,000
Q3 2019

Oct 30, 2019
SELL
$79.69 - $81.76 $1,912 - $1,962
-24 Reduced 4.93%
463 $37,000
Q2 2019

Jul 30, 2019
BUY
N/A
1 Added 0.21%
487 $38,000
Q1 2019

Apr 18, 2019
SELL
N/A
-20 Reduced 3.95%
486 $36,000
Q4 2018

Mar 26, 2019
BUY
N/A
506 New
506 $31,000

Others Institutions Holding XLK

# of Institutions
2,241
Shares Held
169M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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