Wcg Wealth Advisors LLC Technology Sector Spdr Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 12,052 shares of XLK stock, worth $2.8 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

12,052

Previous 51,308 76.51%

Holding current value

$2.8 Million

Previous $11.6 Million 76.56%

% of portfolio

0.18%

Previous 0.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$197.34 - $237.68 $7.75 Million - $9.33 Million	-39,256 Reduced 76.51%	12,052 $2.72 Million
Q2 2024 Aug 12, 2024	BUY	$192.53 - $231.41 $1.14 Million - $1.37 Million	5,938 Added 13.09%	51,308 $11.6 Million
Q1 2024 May 13, 2024	SELL	$184.12 - $211.02 $2.59 Million - $2.97 Million	-14,081 Reduced 23.69%	45,370 $9.45 Million
Q4 2023 Feb 08, 2024	SELL	$160.19 - $193.07 $862,623 - $1.04 Million	-5,385 Reduced 8.31%	59,451 $11.4 Million
Q3 2023 Nov 09, 2023	BUY	$161.97 - $180.26 $10.5 Million - $11.7 Million	64,836 New	64,836 $10.8 Million
Q3 2022 Nov 14, 2022	SELL	$118.78 - $151.56 $1,069 - $1,364	-9 Reduced 0.18%	4,877 $580,000
Q2 2022 Aug 23, 2022	BUY	$123.49 - $161.47 $603,372 - $788,942	4,886 New	4,886 $621,000

Others Institutions Holding XLK

# of Institutions

2,242

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Wcg Wealth Advisors LLC Technology Sector Spdr Transaction History