A detailed history of Private Wealth Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Private Wealth Group, LLC holds 2,186 shares of XLK stock, worth $470,689. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,186
Previous 2,186 -0.0%
Holding current value
$470,689
Previous $455,000 8.57%
% of portfolio
0.27%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$161.97 - $180.26 $11,823 - $13,158
-73 Reduced 3.23%
2,186 $358,000
Q2 2023

Aug 10, 2023

BUY
$143.97 - $174.63 $83,502 - $101,285
580 Added 34.54%
2,259 $392,000
Q4 2022

Feb 06, 2023

BUY
$119.89 - $136.15 $201,295 - $228,595
1,679 New
1,679 $208,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Private Wealth Group, LLC Portfolio

Follow Private Wealth Group, 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 Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Group, LLC with notifications on news.