Smallwood Wealth Investment Management, LLC's ownership history for XLK

Smallwood Wealth Investment Management, LLC currently holds 582 shares with a market value of $164.0K. It started holding XLK on 2025-03-31. At its peak, it held 582 shares on 2025-06-30. Its highest holding value was $164.0K on 2025-09-30. At its lowest, it held 452 shares on 2025-03-31, with a value of $93.3K on 2025-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 130.