Horizon Wealth Management, LLC XLK Holdings History
Horizon Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Horizon Wealth Management, LLC held - shares of Technology Select Sector SPDR ETF(XLK), totaling N/A. This investment constitutes 0% of their stock portfolio, and Horizon Wealth Management, LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2023Q3. And since then Horizon Wealth Management, LLC has made 3 purchases of XLK, at an average price of $201.56, for a total of 130,675.00 shares. In addition, there have been 3 sales at an average price of $218.17 for 130,675.00 shares. Based on historical transaction data and XLK's current price of $258.81, Horizon Wealth Management, LLC's estimated gain on his XLK holdings is $2.17 Mil, reflecting a 8.24% gain to date.
Horizon Wealth Management, LLC XLK ($258.81) Holding Chart
Horizon Wealth Management, LLC XLK ($258.81) 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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