A detailed history of Zrc Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 153 shares of XLK stock, worth $33,793. This represents 0.02% of its overall portfolio holdings.

Number of Shares
153
Previous 172 11.05%
Holding current value
$33,793
Previous $35.8 Million 3.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 08, 2024

SELL
$192.53 - $231.41 $3,658 - $4,396
-19 Reduced 11.05%
153 $34.6 Million
Q1 2024

Apr 19, 2024

SELL
$184.12 - $211.02 $5,707 - $6,541
-31 Reduced 15.27%
172 $35.8 Million
Q2 2023

Jul 06, 2023

SELL
$143.97 - $174.63 $7,342 - $8,906
-51 Reduced 20.08%
203 $35.3 Million
Q1 2023

May 04, 2023

BUY
$121.18 - $151.01 $30,779 - $38,356
254 New
254 $38.4 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, 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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.