Rockwood Wealth Management, LLC Technology Sector Spdr Transaction History

Rockwood Wealth Management, LLC

  • $926 Billion
  • Q4 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 1,711 shares of XLK stock, worth $413,754. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,711
Previous 1,566 9.26%
Holding current value
$413,754
Previous $354 Million 13.44%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$220.26 - $241.44 $31,937 - $35,008
145 Added 9.26%
1,711 $401 Million
Q3 2024

Oct 16, 2024
BUY
$197.34 - $237.68 $87,026 - $104,816
441 Added 39.2%
1,566 $354 Million
Q2 2024

Jul 26, 2024
SELL
$192.53 - $231.41 $3,080 - $3,702
-16 Reduced 1.4%
1,125 $255 Million
Q4 2023

Jan 17, 2024
SELL
$160.19 - $193.07 $22,907 - $27,609
-143 Reduced 11.14%
1,141 $220 Million
Q3 2023

Oct 10, 2023
BUY
$161.97 - $180.26 $15,387 - $17,124
95 Added 7.99%
1,284 $210 Million
Q2 2023

Jul 20, 2023
BUY
$143.97 - $174.63 $171,180 - $207,635
1,189 New
1,189 $207 Million

Others Institutions Holding XLK

# of Institutions
2,271
Shares Held
170M
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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