Liberty Wealth Management LLC Technology Sector Spdr Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,990 shares of XLK stock, worth $702,261. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,990

Previous 3,074 2.73%

Holding current value

$702,261

Previous $693,000 0.29%

% of portfolio

0.12%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$220.26 - $241.44 $18,501 - $20,280	-84 Reduced 2.73%	2,990 $695,000
Q3 2024 Nov 01, 2024	BUY	$197.34 - $237.68 $59,794 - $72,017	303 Added 10.93%	3,074 $693,000
Q2 2024 Aug 06, 2024	BUY	$192.53 - $231.41 $3,273 - $3,933	17 Added 0.62%	2,771 $627,000
Q1 2024 May 02, 2024	SELL	$184.12 - $211.02 $88,193 - $101,078	-479 Reduced 14.82%	2,754 $573,000
Q4 2023 Feb 08, 2024	BUY	$160.19 - $193.07 $480 - $579	3 Added 0.09%	3,233 $622,000
Q3 2023 Nov 13, 2023	BUY	$161.97 - $180.26 $14,901 - $16,583	92 Added 2.93%	3,230 $529,000
Q2 2023 Aug 10, 2023	BUY	$143.97 - $174.63 $67,377 - $81,726	468 Added 17.53%	3,138 $545,000
Q1 2023 May 03, 2023	BUY	$121.18 - $151.01 $22,418 - $27,936	185 Added 7.44%	2,670 $403,000
Q3 2022 Nov 15, 2022	BUY	$118.78 - $151.56 $39,078 - $49,863	329 Added 15.26%	2,485 $295,000
Q2 2022 Aug 15, 2022	BUY	$123.49 - $161.47 $246 - $322	2 Added 0.09%	2,156 $274,000
Q1 2022 May 09, 2022	SELL	$141.39 - $175.52 $19,511 - $24,221	-138 Reduced 6.02%	2,154 $342,000
Q4 2021 Feb 15, 2022	SELL	$148.06 - $176.65 $21,320 - $25,437	-144 Reduced 5.91%	2,292 $398,000
Q3 2021 Nov 15, 2021	BUY	$147.91 - $159.7 $163,292 - $176,308	1,104 Added 82.88%	2,436 $364,000
Q2 2021 Aug 13, 2021	SELL	$131.31 - $147.82 $25.6 Million - $28.9 Million	-195,284 Reduced 99.32%	1,332 $197,000
Q2 2021 Aug 13, 2021	BUY	$131.31 - $147.82 $25.7 Million - $29 Million	195,881 Added 26650.48%	196,616 $1.33 Million
Q4 2020 Feb 09, 2021	BUY	$110.86 - $130.52 $4,434 - $5,220	40 Added 5.76%	735 $97,000
Q3 2020 Nov 05, 2020	BUY	$104.66 - $127.03 $1,674 - $2,032	16 Added 2.36%	695 $81,000
Q2 2020 Aug 04, 2020	BUY	$76.54 - $104.63 $3,367 - $4,603	44 Added 6.93%	679 $71,000
Q1 2020 Apr 27, 2020	BUY	$70.4 - $102.79 $12,038 - $17,577	171 Added 36.85%	635 $51,000
Q4 2019 Feb 05, 2020	BUY	$78.28 - $91.92 $78 - $91	1 Added 0.22%	464 $43,000
Q3 2019 Oct 30, 2019	SELL	$79.69 - $81.76 $1,912 - $1,962	-24 Reduced 4.93%	463 $37,000
Q2 2019 Jul 30, 2019	BUY	N/A	1 Added 0.21%	487 $38,000
Q1 2019 Apr 18, 2019	SELL	N/A	-20 Reduced 3.95%	486 $36,000
Q4 2018 Mar 26, 2019	BUY	N/A	506 New	506 $31,000

Others Institutions Holding XLK

# of Institutions

2,397

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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Liberty Wealth Management LLC Technology Sector Spdr Transaction History