A detailed history of Mosley Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Mosley Wealth Management holds 3,293 shares of XLK stock, worth $782,054. This represents 0.52% of its overall portfolio holdings.

Number of Shares
3,293
Previous 994 231.29%
Holding current value
$782,054
Previous $225 Million 239.72%
% of portfolio
0.52%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$197.34 - $237.68 $453,684 - $546,426
2,299 Added 231.29%
3,293 $764 Million
Q2 2024

Aug 06, 2024

BUY
$192.53 - $231.41 $191,374 - $230,021
994 New
994 $225 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Mosley Wealth Management Portfolio

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

News

Stay updated on Mosley Wealth Management with notifications on news.