A detailed history of Cedar Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 1,285 shares of XLK stock, worth $299,816. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,285
Previous 1,235 4.05%
Holding current value
$299,816
Previous $257,000 12.84%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Aug 12, 2024

BUY
$192.53 - $231.41 $9,626 - $11,570
50 Added 4.05%
1,285 $290,000
Q1 2024

May 13, 2024

BUY
$184.12 - $211.02 $150,057 - $171,981
815 Added 194.05%
1,235 $257,000
Q4 2023

Feb 13, 2024

BUY
$160.19 - $193.07 $67,279 - $81,089
420 New
420 $80,000
Q2 2022

Aug 11, 2022

SELL
$123.49 - $161.47 $42,604 - $55,707
-345 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$148.06 - $176.65 $7,403 - $8,832
-50 Reduced 12.66%
345 $60,000
Q2 2021

Aug 09, 2021

BUY
$131.31 - $147.82 $51,867 - $58,388
395 New
395 $58,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Cedar Wealth Management, LLC Portfolio

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

News

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