Moulton Wealth Management, Inc Technology Sector Spdr Transaction History

Moulton Wealth Management, Inc

$129 Million
Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 11,648 shares of XLK stock, worth $2.71 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

11,648

Previous 2,296 407.32%

Holding current value

$2.71 Million

Previous $518,000 422.78%

% of portfolio

2.1%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$220.26 - $241.44 $2.06 Million - $2.26 Million	9,352 Added 407.32%	11,648 $2.71 Million
Q3 2024 Oct 17, 2024	BUY	$197.34 - $237.68 $453,092 - $545,713	2,296 New	2,296 $518,000
Q1 2022 Apr 19, 2022	SELL	$141.39 - $175.52 $6.4 Million - $7.95 Million	-45,282 Closed	0 $0
Q4 2021 Jan 12, 2022	SELL	$148.06 - $176.65 $883,770 - $1.05 Million	-5,969 Reduced 11.65%	45,282 $7.84 Million
Q3 2021 Oct 12, 2021	BUY	$147.91 - $159.7 $7.58 Million - $8.18 Million	51,251 New	51,251 $7.77 Million
Q1 2021 Apr 08, 2021	SELL	$125.83 - $138.59 $4.73 Million - $5.21 Million	-37,603 Closed	0 $0
Q4 2020 Jan 12, 2021	BUY	$110.86 - $130.52 $4.17 Million - $4.91 Million	37,603 New	37,603 $4.88 Million

Others Institutions Holding XLK

# of Institutions

2,345

Shares Held

179M

Call Options Held

15.4M

Put Options Held

17.9M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Account

Moulton Wealth Management, Inc Technology Sector Spdr Transaction History