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

Smallwood Wealth Investment Management, LLC currently holds 1.2K shares with a market value of $154.7K. It started holding XLK on 2025-03-31. At its peak, it held 1.2K shares on 2025-12-31. Its highest holding value was $167.6K on 2025-12-31. 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 582. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 712.