Perfromance Wealth Partners, LLC Technology Sector Spdr Transaction History

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 2,790 shares of XLK stock, worth $671,525. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,790
Previous 1,765 58.07%
Holding current value
$671,525
Previous $399,000 57.64%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$197.34 - $237.68 $202,273 - $243,622
1,025 Added 58.07%
2,790 $629,000
Q4 2022

Jan 19, 2023
SELL
$116.56 - $136.15 $7,576 - $8,849
-65 Reduced 3.55%
1,765 $0
Q1 2022

Apr 21, 2022
BUY
$141.39 - $175.52 $72,815 - $90,392
515 Added 39.16%
1,830 $291,000
Q4 2021

Feb 03, 2022
BUY
$148.06 - $176.65 $194,698 - $232,294
1,315 New
1,315 $229,000

Others Institutions Holding XLK

# of Institutions
2,241
Shares Held
169M
Call Options Held
14.8M
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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