Moulton Wealth Management, Inc Technology Sector Spdr Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 2,296 shares of XLK stock, worth $536,345. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,296
Holding current value
$536,345
% of portfolio
0.44%

Shares

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

Oct 17, 2024
BUY
$197.34 - $237.68 $453,092 - $545,713
2,296 New
2,296 $518,000
Q1 2022

Apr 19, 2022
SELL
$141.39 - $175.52 $6.4 Million - $7.95 Million
-45,282 Closed
0 $0
Q4 2021

Jan 12, 2022
SELL
$148.06 - $176.65 $883,770 - $1.05 Million
-5,969 Reduced 11.65%
45,282 $7.84 Million
Q3 2021

Oct 12, 2021
BUY
$147.91 - $159.7 $7.58 Million - $8.18 Million
51,251 New
51,251 $7.77 Million
Q1 2021

Apr 08, 2021
SELL
$125.83 - $138.59 $4.73 Million - $5.21 Million
-37,603 Closed
0 $0
Q4 2020

Jan 12, 2021
BUY
$110.86 - $130.52 $4.17 Million - $4.91 Million
37,603 New
37,603 $4.88 Million

Others Institutions Holding XLK

# of Institutions
2,240
Shares Held
168M
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
Track This Portfolio

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc 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 Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email