Trinity Wealth Management, LLC XLK Holdings History
Trinity Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 18,096.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $4.58 Mil. This investment constitutes 1.82% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2023Q4. And since then Trinity Wealth Management, LLC has made 5 purchases of XLK, at an average price of $179.95, for a total of 43,676.00 shares. In addition, there have been 2 sales at an average price of $220.91 for 25,580.00 shares. Based on historical transaction data and XLK's current price of $260.89, Trinity Wealth Management, LLC's estimated gain on his XLK holdings is $2.51 Mil, reflecting a 31.97% gain to date.
Trinity Wealth Management, LLC XLK ($260.89) Holding Chart
Trinity Wealth Management, LLC 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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