Mbl Wealth, LLC Technology Sector Spdr Transaction History

Mbl Wealth, LLC

$830 Million
Q1 2024

A detailed history of Mbl Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Mbl Wealth, LLC holds 2,959 shares of XLK stock, worth $689,091. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,959

Previous 3,084 4.05%

Holding current value

$689,091

Previous $593,000 3.88%

% of portfolio

0.07%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$184.12 - $211.02 $23,015 - $26,377	-125 Reduced 4.05%	2,959 $616,000
Q4 2023 Jan 18, 2024	SELL	$160.19 - $193.07 $20,984 - $25,292	-131 Reduced 4.07%	3,084 $593,000
Q3 2023 Oct 11, 2023	SELL	$161.97 - $180.26 $1,619 - $1,802	-10 Reduced 0.31%	3,215 $527,000
Q2 2023 Jul 17, 2023	SELL	$143.97 - $174.63 $16,556 - $20,082	-115 Reduced 3.44%	3,225 $560,000
Q1 2023 Apr 11, 2023	SELL	$121.18 - $151.01 $10,300 - $12,835	-85 Reduced 2.48%	3,340 $504,000

Q4 2022 Jan 12, 2023	SELL	$119.89 - $136.15 $58,146 - $66,032	-485 Reduced 12.4%	3,425 $426,000
Q3 2022 Jan 12, 2023	SELL	N/A	-625 Reduced 13.78%	3,910 $464,000
Q2 2022 Jan 12, 2023	SELL	N/A	-1,480 Reduced 24.61%	4,535 $576,000
Q1 2022 May 02, 2022	BUY	N/A	6,015 New	6,015 $956,000
Q3 2021 Oct 25, 2021	SELL	N/A	-7,461 Closed	0 $0
Q1 2021 May 27, 2021	BUY	N/A	851 Added 12.87%	7,461 $991,000
Q4 2020 Feb 16, 2021	BUY	N/A	6,610 New	6,610 $859,000

Others Institutions Holding XLK

# of Institutions

2,112

Shares Held

175M

Call Options Held

8.51M

Put Options Held

11.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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