Clay Northam Wealth Management, LLC XLK Holdings History
Clay Northam Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Clay Northam Wealth Management, LLC held 21,946.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $4.53 Mil. This investment constitutes 3.17% of their stock portfolio, and Clay Northam Wealth Management, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2021Q4. And since then Clay Northam Wealth Management, LLC has made 8 purchases of XLK, at an average price of $167.05, for a total of 22,788.00 shares. In addition, there have been 5 sales at an average price of $146.17 for 842.00 shares. Based on historical transaction data and XLK's current price of $255.85, Clay Northam Wealth Management, LLC's estimated gain on his XLK holdings is $1.93 Mil, reflecting a 50.74% gain to date.
Clay Northam Wealth Management, LLC XLK ($255.85) Holding Chart
Clay Northam Wealth Management, LLC XLK ($255.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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