Comprehensive Wealth Management, LLC XLK Holdings History
Comprehensive Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 23,114.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $4.77 Mil. This investment constitutes 3.32% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2020Q4. And since then Comprehensive Wealth Management, LLC has made 13 purchases of XLK, at an average price of $168.92, for a total of 31,596.00 shares. In addition, there have been 4 sales at an average price of $194.78 for 8,482.00 shares. Based on historical transaction data and XLK's current price of $254.92, Comprehensive Wealth Management, LLC's estimated gain on his XLK holdings is $2.21 Mil, reflecting a 41.35% gain to date.
Comprehensive Wealth Management, LLC XLK ($254.92) Holding Chart
Comprehensive Wealth Management, LLC XLK ($254.92) 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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