Primoris Wealth Advisors, LLC Technology Sector Spdr Transaction History

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 1,541 shares of XLK stock, worth $369,809. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,541
Previous 1,541 -0.0%
Holding current value
$369,809
Previous $348,000 0.29%
% of portfolio
0.25%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 25, 2023
BUY
$121.18 - $151.01 $186,738 - $232,706
1,541 New
1,541 $232,000
Q2 2022

Jul 29, 2022
BUY
$123.49 - $161.47 $22,351 - $29,226
181 Added 12.07%
1,681 $215,000
Q1 2022

Apr 29, 2022
SELL
$141.39 - $175.52 $14,138 - $17,552
-100 Reduced 6.25%
1,500 $238,000
Q4 2021

Feb 08, 2022
BUY
$148.06 - $176.65 $236,896 - $282,640
1,600 New
1,600 $278,000

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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