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 $2.4 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

11,648

Previous 2,296 407.32%

Holding current value

$2.4 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

2,417

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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Moulton Wealth Management, Inc Technology Sector Spdr Transaction History