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 $552,256. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,296
Holding current value
$552,256
% 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
2,241
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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