Mark Sheptoff Financial Planning, LLC Technology Sector Spdr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 100 shares of XLK stock, worth $22,259. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$22,259
Previous $22,000 4.55%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$121.18 - $151.01 $36,959 - $46,058
-305 Reduced 75.31%
100 $15,000
Q4 2022

Feb 14, 2023
BUY
$116.56 - $136.15 $47,206 - $55,140
405 New
405 $50,000
Q4 2018

Feb 11, 2019
SELL
N/A
-400 Closed
0 $0
Q1 2018

May 08, 2018
BUY
N/A
400 New
400 $26,000

Others Institutions Holding XLK

# of Institutions
2,404
Shares Held
182M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email