PETERSON WEALTH MANAGEMENT XLK Holdings History
PETERSON WEALTH MANAGEMENT's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 28,474.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $5.88 Mil. This investment constitutes 3.96% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 12 purchases of XLK, at an average price of $106.83, for a total of 112,620.00 shares. In addition, there have been 9 sales at an average price of $129.74 for 84,146.00 shares. Based on historical transaction data and XLK's current price of $261.39, PETERSON WEALTH MANAGEMENT's estimated gain on his XLK holdings is $6.33 Mil, reflecting a 52.60% gain to date.
PETERSON WEALTH MANAGEMENT XLK ($261.39) Holding Chart
PETERSON WEALTH MANAGEMENT XLK ($261.39) 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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