Nelson Capital Management, LLC XLK Holdings History
Nelson Capital Management, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Nelson Capital Management, LLC held 64,462.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $13.31 Mil. This investment constitutes 2.3% of their stock portfolio, and Nelson Capital Management, LLC now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2014Q1. And since then Nelson Capital Management, LLC has made 20 purchases of XLK, at an average price of $93.85, for a total of 124,818.00 shares. In addition, there have been 16 sales at an average price of $89.84 for 60,356.00 shares. Based on historical transaction data and XLK's current price of $258.81, Nelson Capital Management, LLC's estimated gain on his XLK holdings is $10.39 Mil, reflecting a 88.70% gain to date.
Nelson Capital Management, LLC XLK ($258.81) Holding Chart
Nelson Capital 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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