Beaird Harris Wealth Management, LLC Technology Sector Spdr Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 684 shares of XLK stock, worth $152,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares

684

Previous 5,548 87.67%

Holding current value

$152,251

Previous $1.25 Million 87.3%

% of portfolio

0.01%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$220.26 - $241.44 $1.07 Million - $1.17 Million	-4,864 Reduced 87.67%	684 $159,000
Q3 2024 Dec 02, 2024	BUY	$197.34 - $237.68 $816,790 - $983,757	4,139 Added 293.75%	5,548 $1.25 Million
Q2 2024 Aug 15, 2024	BUY	$192.53 - $231.41 $213,130 - $256,170	1,107 Added 366.56%	1,409 $318,000
Q3 2023 Nov 15, 2023	SELL	$161.97 - $180.26 $32,879 - $36,592	-203 Reduced 40.2%	302 $49,000
Q2 2023 Jul 26, 2023	SELL	$143.97 - $174.63 $5,614 - $6,810	-39 Reduced 7.17%	505 $87,000
Q1 2023 Apr 24, 2023	SELL	$121.18 - $151.01 $124,573 - $155,238	-1,028 Reduced 65.39%	544 $82,000
Q4 2022 Feb 14, 2023	BUY	$116.56 - $136.15 $155,024 - $181,079	1,330 Added 549.59%	1,572 $195,000
Q2 2022 Aug 12, 2022	BUY	$123.49 - $161.47 $29,884 - $39,075	242 New	242 $31,000

Others Institutions Holding XLK

# of Institutions

2,404

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Beaird Harris Wealth Management, LLC Technology Sector Spdr Transaction History