Schmidt P J Investment Management Inc Technology Sector Spdr Transaction History

Schmidt P J Investment Management Inc

  • $547 Million
  • Q2 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 4,826 shares of XLK stock, worth $1.09 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,826
Previous 4,826 -0.0%
Holding current value
$1.09 Million
Previous $1.01 Million 8.56%
% of portfolio
0.2%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$160.19 - $193.07 $82,658 - $99,624
-516 Reduced 9.66%
4,826 $928,000
Q1 2023

Apr 28, 2023
SELL
$121.18 - $151.01 $36,959 - $46,058
-305 Reduced 5.4%
5,342 $806,000
Q3 2020

Oct 28, 2020
SELL
$104.66 - $127.03 $591,015 - $717,338
-5,647 Closed
0 $0
Q2 2020

Jul 29, 2020
BUY
$76.54 - $104.63 $10,715 - $14,648
140 Added 2.54%
5,647 $590,000
Q1 2020

Apr 20, 2020
SELL
$70.4 - $102.79 $14,854 - $21,688
-211 Reduced 3.69%
5,507 $443,000
Q4 2017

Jan 30, 2018
BUY
N/A
5,718
5,718 $366,000

Others Institutions Holding XLK

# of Institutions
2,198
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc 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 Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email