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 $974,345. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,171

Previous 3,799 9.79%

Holding current value

$974,345

Previous $859,000 9.55%

% of portfolio

0.13%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,240

Shares Held

168M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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Personal Cfo Solutions, LLC Technology Sector Spdr Transaction History