PMG Wealth Management, Inc. XLK Holdings History
Number of Shares
4,163.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
0.87%
Total Estimate Gain
$31,747.45
% of Total Estimate Gain
0.74%
PMG Wealth Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, PMG Wealth Management, Inc. held 4,163.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $1.05 Mil. This investment constitutes 0.87% of their stock portfolio, and PMG Wealth Management, Inc. 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 $226.35 for 14,283.00 shares. Based on historical transaction data and XLK's current price of $262.85, PMG Wealth Management, Inc.'s estimated gain on his XLK holdings is $31,747.45, reflecting a 0.74% gain to date.
PMG Wealth Management, Inc. XLK ($262.85) Holding Chart
PMG Wealth Management, Inc. XLK ($262.85) 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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