A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Technology Sector Spdr stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 1,230 shares of XLK stock, worth $278,262. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,230
Previous 1,230 -0.0%
Holding current value
$278,262
Previous $236,000 8.47%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024

SELL
$160.19 - $193.07 $4,805 - $5,792
-30 Reduced 2.38%
1,230 $236,000
Q3 2023

Oct 12, 2023

SELL
$161.97 - $180.26 $33,527 - $37,313
-207 Reduced 14.11%
1,260 $206,000
Q1 2023

Apr 13, 2023

BUY
$121.18 - $151.01 $177,771 - $221,531
1,467 New
1,467 $221,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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