Technology SPDR shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in Technology SPDR
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All positions including Technology SPDR held by Taylor & Morgan Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $683k | 2.9k | 232.55 |
2024-09-30 | $767k | 3.4k | 225.79 |
2024-06-30 | $734k | 3.2k | 226.21 |
2024-03-31 | $678k | 3.3k | 208.26 |
2023-12-31 | $668k | 3.5k | 192.47 |
2023-09-30 | $584k | 3.6k | 163.92 |
2023-06-30 | $627k | 3.6k | 173.88 |
2023-03-31 | $547k | 3.6k | 151.02 |
2022-12-31 | $455k | 3.7k | 124.44 |
2022-09-30 | $458k | 3.9k | 118.81 |
2022-06-30 | $531k | 4.2k | 127.03 |
2022-03-31 | $1.0M | 6.3k | 159.01 |
2021-12-31 | $1.6M | 9.0k | 173.90 |
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