A detailed history of Wealth Advisory Solutions, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 6,097 shares of XLK stock, worth $1.43 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,097
Previous 6,827 10.69%
Holding current value
$1.43 Million
Previous $1.31 Million 3.42%
% of portfolio
0.33%
Previous 0.46%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$184.12 - $211.02 $134,407 - $154,044
-730 Reduced 10.69%
6,097 $1.27 Million
Q4 2023

Feb 08, 2024

SELL
$160.19 - $193.07 $1.11 Million - $1.34 Million
-6,915 Reduced 50.32%
6,827 $1.31 Million
Q3 2023

Feb 07, 2024

BUY
$161.97 - $180.26 $2.23 Million - $2.48 Million
13,742 New
13,742 $2.25 Million
Q1 2023

May 15, 2023

SELL
$121.18 - $151.01 $62,407 - $77,770
-515 Reduced 6.6%
7,293 $1.1 Million
Q4 2022

Feb 10, 2023

SELL
$119.89 - $136.15 $38,964 - $44,248
-325 Reduced 4.0%
7,808 $971,000
Q3 2022

Nov 16, 2022

SELL
N/A
-240 Reduced 2.87%
8,133 $966,000
Q2 2022

Aug 05, 2022

SELL
N/A
-943 Reduced 10.12%
8,373 $1.06 Million
Q1 2022

May 16, 2022

SELL
N/A
-170 Reduced 1.79%
9,316 $1.48 Million
Q3 2021

Nov 03, 2021

SELL
N/A
-24 Reduced 0.25%
9,486 $1.42 Million
Q2 2021

Jul 21, 2021

BUY
N/A
9,510 New
9,510 $1.4 Million
Q1 2021

May 13, 2021

SELL
N/A
-9,318 Closed
0 $0
Q4 2020

Jan 28, 2021

SELL
N/A
-161 Reduced 1.7%
9,318 $1.21 Million
Q3 2020

Dec 29, 2020

SELL
N/A
-477 Reduced 4.79%
9,479 $1.11 Million
Q2 2020

Dec 23, 2020

SELL
N/A
-98 Reduced 0.97%
9,956 $1.04 Million
Q1 2020

Dec 18, 2020

SELL
N/A
-6,447 Reduced 39.07%
10,054 $808,000
Q4 2019

Jan 27, 2021

BUY
N/A
16,501 New
16,501 $1.51 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Wealth Advisory Solutions, LLC Portfolio

Follow Wealth Advisory Solutions, 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 Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.