A detailed history of Oak Harbor Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 950 shares of XLK stock, worth $212,714. This represents 0.07% of its overall portfolio holdings.

Number of Shares
950
Previous 950 -0.0%
Holding current value
$212,714
Previous $197,000 8.63%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$184.12 - $211.02 $9,206 - $10,551
-50 Reduced 5.0%
950 $197,000
Q1 2022

May 11, 2022

SELL
$141.39 - $175.52 $42,841 - $53,182
-303 Reduced 23.25%
1,000 $159,000
Q4 2021

Feb 17, 2022

BUY
$148.06 - $176.65 $192,922 - $230,174
1,303 New
1,303 $227,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.