Pcg Wealth Advisors, LLC Technology Sector Spdr Transaction History

Pcg Wealth Advisors, LLC

$257 Million
Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 2,839 shares of XLK stock, worth $657,909. This represents 0.26% of its overall portfolio holdings.

Number of Shares

2,839

Previous 2,839 -0.0%

Holding current value

$657,909

Previous $640,000 3.13%

% of portfolio

0.26%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$197.34 - $237.68 $5,722 - $6,892	29 Added 1.03%	2,839 $640,000
Q2 2024 Jul 15, 2024	SELL	$192.53 - $231.41 $192 - $231	-1 Reduced 0.04%	2,810 $635,000
Q3 2023 Oct 19, 2023	SELL	$161.97 - $180.26 $59,604 - $66,335	-368 Reduced 11.58%	2,811 $460,000
Q2 2023 Jul 20, 2023	SELL	$143.97 - $174.63 $721,289 - $874,896	-5,010 Reduced 61.18%	3,179 $552,000
Q1 2023 May 08, 2023	BUY	$121.18 - $151.01 $167,713 - $208,997	1,384 Added 20.34%	8,189 $1.24 Million
Q4 2022 Feb 13, 2023	SELL	$116.56 - $136.15 $1.73 Million - $2.02 Million	-14,857 Reduced 68.59%	6,805 $846,000
Q3 2022 Oct 12, 2022	BUY	$118.78 - $151.56 $1.24 Million - $1.58 Million	10,450 Added 93.2%	21,662 $2.6 Million
Q2 2022 Jul 13, 2022	SELL	$123.49 - $161.47 $177,084 - $231,547	-1,434 Reduced 11.34%	11,212 $1.43 Million
Q1 2022 Apr 22, 2022	SELL	$141.39 - $175.52 $778,351 - $966,237	-5,505 Reduced 30.33%	12,646 $2.01 Million
Q4 2021 Feb 10, 2022	BUY	$148.06 - $176.65 $2.69 Million - $3.21 Million	18,151 New	18,151 $3.15 Million

Others Institutions Holding XLK

# of Institutions

2,288

Shares Held

172M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Pcg Wealth Advisors, LLC Technology Sector Spdr Transaction History