Wealth Shield Partners, LLC Technology Sector Spdr Transaction History

Wealth Shield Partners, LLC

$600 Million
Q1 2024

A detailed history of Wealth Shield Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 22,621 shares of XLK stock, worth $5.12 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

22,621

Previous 27,533 17.84%

Holding current value

$5.12 Million

Previous $5.3 Million 11.1%

% of portfolio

0.79%

Previous 0.9%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$184.12 - $211.02 $904,397 - $1.04 Million	-4,912 Reduced 17.84%	22,621 $4.71 Million
Q4 2023 Jan 23, 2024	SELL	$160.19 - $193.07 $265,755 - $320,303	-1,659 Reduced 5.68%	27,533 $5.3 Million
Q3 2023 Oct 25, 2023	BUY	$161.97 - $180.26 $605,605 - $673,992	3,739 Added 14.69%	29,192 $4.79 Million
Q2 2023 Aug 03, 2023	BUY	$143.97 - $174.63 $610,144 - $740,081	4,238 Added 19.98%	25,453 $4.43 Million
Q1 2023 May 08, 2023	BUY	$121.18 - $151.01 $140,084 - $174,567	1,156 Added 5.76%	21,215 $3.2 Million

Q4 2022 Feb 13, 2023	SELL	$119.89 - $136.15 $1.15 Million - $1.31 Million	-9,607 Reduced 32.38%	20,059 $2.5 Million
Q3 2022 Nov 04, 2022	BUY	N/A	13,555 Added 84.14%	29,666 $3.52 Million
Q1 2022 May 09, 2022	SELL	N/A	-47,288 Reduced 74.59%	16,111 $2.56 Million
Q4 2021 Feb 10, 2022	BUY	N/A	4,413 Added 7.48%	63,399 $11 Million
Q3 2021 Nov 12, 2021	BUY	N/A	562 Added 0.96%	58,986 $8.81 Million
Q2 2021 Aug 06, 2021	BUY	N/A	38,091 Added 187.34%	58,424 $8.63 Million
Q1 2021 May 17, 2021	BUY	N/A	538 Added 2.72%	20,333 $2.7 Million
Q4 2020 Feb 16, 2021	BUY	N/A	4,634 Added 30.57%	19,795 $2.57 Million
Q3 2020 Oct 30, 2020	BUY	N/A	1,165 Added 8.32%	15,161 $1.77 Million
Q2 2020 Aug 13, 2020	BUY	N/A	1,696 Added 13.79%	13,996 $1.46 Million
Q1 2020 May 12, 2020	SELL	N/A	-2,504 Reduced 16.91%	12,300 $989,000
Q4 2019 Feb 13, 2020	BUY	N/A	2,100 Added 16.53%	14,804 $1.36 Million
Q3 2019 Nov 13, 2019	BUY	N/A	1,325 Added 11.64%	12,704 $1.02 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-3,437 Reduced 23.2%	11,379 $888,000
Q1 2019 May 14, 2019	SELL	N/A	-10 Reduced 0.07%	14,816 $1.1 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-12,172 Reduced 45.08%	14,826 $919,000
Q3 2018 Nov 05, 2018	SELL	N/A	-438 Reduced 1.6%	26,998 $2.03 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-30,009 Reduced 52.24%	27,436 $1.91 Million
Q1 2018 May 11, 2018	SELL	N/A	-2,368 Reduced 3.96%	57,445 $3.76 Million
Q4 2017 Apr 18, 2018	BUY	N/A	59,813	59,813 $3.87 Million

Others Institutions Holding XLK

# of Institutions

2,106

Shares Held

175M

Call Options Held

8.51M

Put Options Held

11.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Wealth Shield Partners, LLC Technology Sector Spdr Transaction History