Icon Wealth Partners, LLC Technology Sector Spdr Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,888 shares of XLK stock, worth $1.12 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,888
Previous 4,101 5.19%
Holding current value
$1.12 Million
Previous $712,000 10.53%
% of portfolio
0.07%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$161.97 - $180.26 $34,499 - $38,395
-213 Reduced 5.19%
3,888 $637,000
Q1 2023

May 11, 2023
BUY
$121.18 - $151.01 $496,959 - $619,292
4,101 New
4,101 $619,000
Q2 2022

Jul 19, 2022
SELL
$123.49 - $161.47 $521,004 - $681,241
-4,219 Closed
0 $0
Q4 2021

Jan 19, 2022
SELL
$148.06 - $176.65 $22,801 - $27,204
-154 Reduced 3.52%
4,219 $734,000
Q3 2021

Nov 15, 2021
SELL
$147.91 - $159.7 $47,331 - $51,104
-320 Reduced 6.82%
4,373 $653,000
Q1 2021

Apr 26, 2021
BUY
$125.83 - $138.59 $590,520 - $650,402
4,693 New
4,693 $623,000
Q2 2019

Aug 13, 2019
SELL
N/A
-71 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
71 New
71 $5,000
Q4 2018

Feb 14, 2019
SELL
N/A
-5,543 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
5,072 Added 1076.86%
5,543 $418,000
Q2 2018

Aug 13, 2018
BUY
N/A
471 New
471 $33,000
Q1 2018

May 15, 2018
SELL
N/A
-71 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
71
71 $5,000

Others Institutions Holding XLK

# of Institutions
2,621
Shares Held
187M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

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