A detailed history of Wealth Dimensions Group, Ltd. transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 974 shares of XLK stock, worth $219,432. This represents 0.06% of its overall portfolio holdings.

Number of Shares
974
Previous 998 2.4%
Holding current value
$219,432
Previous $207,000 6.28%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$192.53 - $231.41 $4,620 - $5,553
-24 Reduced 2.4%
974 $220,000
Q1 2024

May 09, 2024

BUY
$184.12 - $211.02 $183,751 - $210,597
998 New
998 $207,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Wealth Dimensions Group, Ltd. Portfolio

Follow Wealth Dimensions Group, Ltd. 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 Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.