Beaumont Financial Advisors, LLC Technology Sector Spdr Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,848 shares of XLK stock, worth $840,941. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,848

Previous 3,825 0.6%

Holding current value

$840,941

Previous $863,000 3.59%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$220.26 - $241.44 $5,065 - $5,553	23 Added 0.6%	3,848 $894,000
Q2 2024 Jul 24, 2024	SELL	$192.53 - $231.41 $26,184 - $31,471	-136 Reduced 3.43%	3,825 $865,000
Q1 2024 May 10, 2024	SELL	$184.12 - $211.02 $37,192 - $42,626	-202 Reduced 4.85%	3,961 $824,000
Q4 2023 Jan 31, 2024	SELL	$160.19 - $193.07 $142,569 - $171,832	-890 Reduced 17.61%	4,163 $801,000
Q3 2023 Nov 01, 2023	BUY	$161.97 - $180.26 $45,675 - $50,833	282 Added 5.91%	5,053 $828,000
Q2 2023 Aug 02, 2023	SELL	$143.97 - $174.63 $10,941 - $13,271	-76 Reduced 1.57%	4,771 $829,000
Q1 2023 May 08, 2023	SELL	$121.18 - $151.01 $10,906 - $13,590	-90 Reduced 1.82%	4,847 $731,000
Q4 2022 Jan 25, 2023	BUY	$116.56 - $136.15 $575,456 - $672,172	4,937 New	4,937 $0

Others Institutions Holding XLK

# of Institutions

2,412

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

Beaumont Financial Advisors, LLC Technology Sector Spdr Transaction History