Personal Cfo Solutions, LLC Technology Sector Spdr Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,171 shares of XLK stock, worth $983,313. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,171
Previous 3,799 9.79%
Holding current value
$983,313
Previous $859,000 9.55%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 14, 2024
BUY
$197.34 - $237.68 $73,410 - $88,416
372 Added 9.79%
4,171 $941,000
Q2 2024

Aug 09, 2024
SELL
$192.53 - $231.41 $22,333 - $26,843
-116 Reduced 2.96%
3,799 $859,000
Q1 2024

May 13, 2024
SELL
$184.12 - $211.02 $172,152 - $197,303
-935 Reduced 19.28%
3,915 $815,000
Q4 2023

Feb 13, 2024
SELL
$160.19 - $193.07 $1.17 Million - $1.41 Million
-7,284 Reduced 60.03%
4,850 $933,000
Q3 2023

Nov 13, 2023
SELL
$161.97 - $180.26 $134,111 - $149,255
-828 Reduced 6.39%
12,134 $1.99 Million
Q2 2023

Aug 10, 2023
BUY
$143.97 - $174.63 $17,132 - $20,780
119 Added 0.93%
12,962 $2.25 Million
Q1 2023

May 09, 2023
BUY
$121.18 - $151.01 $1.56 Million - $1.94 Million
12,843 New
12,843 $1.94 Million
Q1 2022

May 02, 2022
SELL
$141.39 - $175.52 $1.09 Million - $1.36 Million
-7,736 Closed
0 $0
Q4 2021

Feb 11, 2022
SELL
$148.06 - $176.65 $141,249 - $168,524
-954 Reduced 10.98%
7,736 $1.35 Million
Q3 2021

Nov 18, 2021
BUY
$147.91 - $159.7 $236,656 - $255,519
1,600 Added 22.57%
8,690 $1.3 Million
Q2 2021

Jul 22, 2021
SELL
$131.31 - $147.82 $100,452 - $113,082
-765 Reduced 9.74%
7,090 $1.05 Million
Q1 2021

Apr 21, 2021
SELL
$125.83 - $138.59 $178,049 - $196,104
-1,415 Reduced 15.26%
7,855 $1.04 Million
Q4 2020

Feb 09, 2021
SELL
$110.86 - $130.52 $44,565 - $52,469
-402 Reduced 4.16%
9,270 $0
Q3 2020

Nov 02, 2020
SELL
$104.66 - $127.03 $1.87 Million - $2.27 Million
-17,886 Reduced 64.9%
9,672 $1,000
Q2 2020

Aug 03, 2020
BUY
$76.54 - $104.63 $2.11 Million - $2.88 Million
27,558 New
27,558 $2.88 Million
Q1 2020

Apr 30, 2020
SELL
$70.4 - $102.79 $1.11 Million - $1.62 Million
-15,787 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$78.28 - $91.92 $64,346 - $75,558
-822 Reduced 4.95%
15,787 $1.45 Million
Q3 2019

Nov 13, 2019
BUY
$79.69 - $81.76 $1.32 Million - $1.36 Million
16,609 New
16,609 $1.34 Million

Others Institutions Holding XLK

# of Institutions
2,243
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
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email