Kagan Cocozza Asset Management XLK Holdings History
Kagan Cocozza Asset Management's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 13,781.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $3.49 Mil. This investment constitutes 2.68% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $224.18 for 292.00 shares. Based on historical transaction data and XLK's current price of $260.89, Kagan Cocozza Asset Management's estimated gain on his XLK holdings is $383,606.26, reflecting a 11.71% gain to date.
Kagan Cocozza Asset Management XLK ($260.89) Holding Chart
Kagan Cocozza Asset Management XLK ($260.89) 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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