Mark Sheptoff Financial Planning, LLC Technology Sector Spdr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 100 shares of XLK stock, worth $23,282. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$23,282
Previous $22,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$121.18 - $151.01 $36,959 - $46,058
-305 Reduced 75.31%
100 $15,000
Q4 2022

Feb 14, 2023
BUY
$116.56 - $136.15 $47,206 - $55,140
405 New
405 $50,000
Q4 2018

Feb 11, 2019
SELL
N/A
-400 Closed
0 $0
Q1 2018

May 08, 2018
BUY
N/A
400 New
400 $26,000

Others Institutions Holding XLK

# of Institutions
2,335
Shares Held
178M
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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