Oak Harbor Wealth Partners, LLC Technology Sector Spdr Transaction History

Oak Harbor Wealth Partners, LLC

  • $343 Million
  • Q1 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 964 shares of XLK stock, worth $231,880. This represents 0.06% of its overall portfolio holdings.

Number of Shares
964
Previous 950 1.47%
Holding current value
$231,880
Previous $220,000 9.55%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$206.38 - $242.18 $2,889 - $3,390
14 Added 1.47%
964 $199,000
Q1 2024

Apr 23, 2024
SELL
$184.12 - $211.02 $9,206 - $10,551
-50 Reduced 5.0%
950 $197,000
Q1 2022

May 11, 2022
SELL
$141.39 - $175.52 $42,841 - $53,182
-303 Reduced 23.25%
1,000 $159,000
Q4 2021

Feb 17, 2022
BUY
$148.06 - $176.65 $192,922 - $230,174
1,303 New
1,303 $227,000

Others Institutions Holding XLK

# of Institutions
2,407
Shares Held
177M
Call Options Held
9.73M
Put Options Held
15.2M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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