Outlook Wealth Advisors, LLC Technology Sector Spdr Transaction History

Outlook Wealth Advisors, LLC

  • $285 Million
  • Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 1,969 shares of XLK stock, worth $458,540. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,969
Previous 2,024 2.72%
Holding current value
$458,540
Previous $389,000 5.4%
% of portfolio
0.14%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$184.12 - $211.02 $10,126 - $11,606
-55 Reduced 2.72%
1,969 $410,000
Q4 2023

Jan 29, 2024
SELL
$160.19 - $193.07 $64,876 - $78,193
-405 Reduced 16.67%
2,024 $389,000
Q3 2023

Oct 10, 2023
BUY
$161.97 - $180.26 $15,387 - $17,124
95 Added 4.07%
2,429 $398,000
Q1 2023

Apr 18, 2023
SELL
$121.18 - $151.01 $17,449 - $21,745
-144 Reduced 5.81%
2,334 $352,000
Q3 2022

Oct 25, 2022
SELL
N/A
-456 Reduced 15.54%
2,478 $295,000
Q2 2022

Jul 28, 2022
BUY
N/A
78 Added 2.73%
2,934 $373,000
Q1 2022

Jul 28, 2022
BUY
N/A
468 Added 19.6%
2,856 $454,000
Q1 2022

May 13, 2022
SELL
N/A
-475 Reduced 16.59%
2,388 $380,000
Q4 2021

Jan 21, 2022
BUY
N/A
589 Added 25.9%
2,863 $498,000
Q3 2021

Oct 22, 2021
SELL
N/A
-5 Reduced 0.22%
2,274 $340,000
Q2 2021

Jul 21, 2021
BUY
N/A
2,279 New
2,279 $337,000
Q1 2019

May 06, 2019
SELL
N/A
-3,907 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
3,907 New
3,907 $2.42 Million

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

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