Compass Wealth Management LLC Technology Sector Spdr Transaction History

Compass Wealth Management LLC

  • $415 Billion
  • Q4 2024

A detailed history of Compass Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Compass Wealth Management LLC holds 2,958 shares of XLK stock, worth $696,313. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,958
Previous 2,915 1.48%
Holding current value
$696,313
Previous $658 Million 4.51%
% of portfolio
0.17%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$220.26 - $241.44 $9,471 - $10,381
43 Added 1.48%
2,958 $688 Million
Q3 2024

Oct 16, 2024
SELL
$197.34 - $237.68 $8,880 - $10,695
-45 Reduced 1.52%
2,915 $658 Million
Q4 2023

Jan 04, 2024
SELL
$160.19 - $193.07 $18,421 - $22,203
-115 Reduced 3.74%
2,960 $570 Million
Q2 2023

Jul 27, 2023
SELL
$143.97 - $174.63 $7,198 - $8,731
-50 Reduced 1.6%
3,075 $535 Million
Q4 2022

Feb 17, 2023
BUY
$116.56 - $136.15 $364,250 - $425,468
3,125 New
3,125 $389 Million

Others Institutions Holding XLK

# of Institutions
2,367
Shares Held
179M
Call Options Held
13.7M
Put Options Held
16.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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