One Charles Private Wealth Services, LLC XLK Holdings History
One Charles Private Wealth Services, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, One Charles Private Wealth Services, LLC held 34,589.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $7.14 Mil. This investment constitutes 2.31% of their stock portfolio, and One Charles Private Wealth Services, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2019Q4. And since then One Charles Private Wealth Services, LLC has made 14 purchases of XLK, at an average price of $137.79, for a total of 62,308.00 shares. In addition, there have been 5 sales at an average price of $136.82 for 27,719.00 shares. Based on historical transaction data and XLK's current price of $256.96, One Charles Private Wealth Services, LLC's estimated gain on his XLK holdings is $4.10 Mil, reflecting a 47.70% gain to date.
One Charles Private Wealth Services, LLC XLK ($256.96) Holding Chart
One Charles Private Wealth Services, LLC XLK ($256.96) 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
