A detailed history of Family Investment Center, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Family Investment Center, Inc. holds 3,046 shares of XLU stock, worth $252,513. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,046
Previous 2,982 2.15%
Holding current value
$252,513
Previous $203,000 21.18%
% of portfolio
0.07%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$67.67 - $80.78 $4,330 - $5,169
64 Added 2.15%
3,046 $246,000
Q2 2024

Jul 19, 2024

BUY
$62.77 - $72.87 $187,180 - $217,298
2,982 New
2,982 $203,000
Q4 2023

Jan 17, 2024

SELL
$56.19 - $65.96 $45,963 - $53,955
-818 Reduced 18.88%
3,514 $222,000
Q3 2023

Oct 04, 2023

SELL
$58.83 - $68.46 $152,958 - $177,995
-2,600 Reduced 37.51%
4,332 $255 Million
Q2 2023

Jul 13, 2023

SELL
$64.34 - $69.97 $148,625 - $161,630
-2,310 Reduced 24.99%
6,932 $454 Million
Q1 2023

Apr 13, 2023

SELL
$63.7 - $72.08 $3.27 Million - $3.7 Million
-51,388 Reduced 84.76%
9,242 $626 Million
Q4 2022

Jan 20, 2023

BUY
$61.52 - $72.67 $3.73 Million - $4.41 Million
60,630 New
60,630 $4.27 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Family Investment Center, Inc. Portfolio

Follow Family Investment Center, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Investment Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Investment Center, Inc. with notifications on news.