Wescott Financial Advisory Group, LLC Technology Sector Spdr Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,264 shares of XLK stock, worth $525,632. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,264
Previous 2,875 21.25%
Holding current value
$525,632
Previous $650,000 21.38%
% of portfolio
0.06%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$197.34 - $237.68 $120,574 - $145,222
-611 Reduced 21.25%
2,264 $511,000
Q2 2024

Aug 14, 2024
BUY
$192.53 - $231.41 $962 - $1,157
5 Added 0.17%
2,875 $650,000
Q1 2024

May 13, 2024
BUY
$184.12 - $211.02 $920 - $1,055
5 Added 0.17%
2,870 $597,000
Q4 2023

Feb 13, 2024
BUY
$160.19 - $193.07 $961 - $1,158
6 Added 0.21%
2,865 $551,000
Q3 2023

Nov 09, 2023
BUY
$161.97 - $180.26 $971 - $1,081
6 Added 0.21%
2,859 $468,000
Q2 2023

Aug 11, 2023
BUY
$143.97 - $174.63 $863 - $1,047
6 Added 0.21%
2,853 $496,000
Q1 2023

May 10, 2023
BUY
$121.18 - $151.01 $4,362 - $5,436
36 Added 1.28%
2,847 $429,000
Q4 2022

Feb 06, 2023
BUY
$116.56 - $136.15 $932 - $1,089
8 Added 0.29%
2,811 $349,000
Q3 2022

Nov 14, 2022
BUY
$118.78 - $151.56 $3,444 - $4,395
29 Added 1.05%
2,803 $333,000
Q2 2022

Jul 28, 2022
BUY
$123.49 - $161.47 $864 - $1,130
7 Added 0.25%
2,774 $353,000
Q1 2022

May 16, 2022
BUY
$141.39 - $175.52 $391,226 - $485,663
2,767 New
2,767 $440,000

Others Institutions Holding XLK

# of Institutions
2,299
Shares Held
172M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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