Outlook Wealth Advisors, LLC Technology Sector Spdr Transaction History

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,577 shares of XLK stock, worth $573,614. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,577
Previous 2,332 10.51%
Holding current value
$573,614
Previous $526,000 13.88%
% of portfolio
0.21%
Previous 0.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$220.26 - $241.44 $53,963 - $59,152
245 Added 10.51%
2,577 $599,000
Q3 2024

Oct 23, 2024
BUY
$197.34 - $237.68 $71,634 - $86,277
363 Added 18.44%
2,332 $526,000
Q1 2024

Apr 22, 2024
SELL
$184.12 - $211.02 $10,126 - $11,606
-55 Reduced 2.72%
1,969 $410,000
Q4 2023

Jan 29, 2024
SELL
$160.19 - $193.07 $64,876 - $78,193
-405 Reduced 16.67%
2,024 $389,000
Q3 2023

Oct 10, 2023
BUY
$161.97 - $180.26 $15,387 - $17,124
95 Added 4.07%
2,429 $398,000
Q1 2023

Apr 18, 2023
SELL
$121.18 - $151.01 $17,449 - $21,745
-144 Reduced 5.81%
2,334 $352,000
Q3 2022

Oct 25, 2022
SELL
$118.78 - $151.56 $54,163 - $69,111
-456 Reduced 15.54%
2,478 $295,000
Q2 2022

Jul 28, 2022
BUY
$123.49 - $161.47 $9,632 - $12,594
78 Added 2.73%
2,934 $373,000
Q1 2022

Jul 28, 2022
BUY
$141.39 - $175.52 $66,170 - $82,143
468 Added 19.6%
2,856 $454,000
Q1 2022

May 13, 2022
SELL
$141.39 - $175.52 $67,160 - $83,372
-475 Reduced 16.59%
2,388 $380,000
Q4 2021

Jan 21, 2022
BUY
$148.06 - $176.65 $87,207 - $104,046
589 Added 25.9%
2,863 $498,000
Q3 2021

Oct 22, 2021
SELL
$147.91 - $159.7 $739 - $798
-5 Reduced 0.22%
2,274 $340,000
Q2 2021

Jul 21, 2021
BUY
$131.31 - $147.82 $299,255 - $336,881
2,279 New
2,279 $337,000
Q1 2019

May 06, 2019
SELL
N/A
-3,907 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
3,907 New
3,907 $2.42 Million

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
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