High Note Wealth, LLC XLK Holdings History
High Note Wealth, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 100,203.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $20.69 Mil. This investment constitutes 5.12% of their stock portfolio, and High Note Wealth, LLC now holds 0.03% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 7 purchases of XLK, at an average price of $130.23, for a total of 116,560.00 shares. In addition, there have been 10 sales at an average price of $174.72 for 16,357.00 shares. Based on historical transaction data and XLK's current price of $257.83, High Note Wealth, LLC's estimated gain on his XLK holdings is $13.51 Mil, reflecting a 89.02% gain to date.
High Note Wealth, LLC XLK ($257.83) Holding Chart
High Note Wealth, LLC XLK ($257.83) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
