A detailed history of Welch Capital Partners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Welch Capital Partners LLC holds 2,390 shares of XLK stock, worth $558,304. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,390
Previous 2,390 -0.0%
Holding current value
$558,304
Previous $541,000 0.18%
% of portfolio
0.12%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 07, 2020

BUY
$76.54 - $104.63 $182,930 - $250,065
2,390 New
2,390 $250,000
Q1 2020

May 04, 2020

SELL
$70.4 - $102.79 $168,256 - $245,668
-2,390 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$78.28 - $91.92 $187,089 - $219,688
2,390 New
2,390 $219,000
Q4 2018

Feb 05, 2019

SELL
N/A
-82,900 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
N/A
39,500 Added 91.01%
82,900 $6.25 Million
Q1 2018

May 09, 2018

BUY
N/A
43,400 New
43,400 $2.84 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Welch Capital Partners LLC Portfolio

Follow Welch Capital Partners 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 Welch Capital Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch Capital Partners LLC with notifications on news.