Aj Wealth Strategies, LLC Utilities Sector Spdr Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 22,986 shares of XLU stock, worth $1.85 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

22,986

Previous 26,066 11.82%

Holding current value

$1.85 Million

Previous $1.76 Million 14.74%

% of portfolio

0.07%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$64.34 - $69.97 $198,167 - $215,507	-3,080 Reduced 11.82%	22,986 $1.5 Million
Q1 2023 Apr 28, 2023	SELL	$63.7 - $72.08 $2,866 - $3,243	-45 Reduced 0.17%	26,066 $1.76 Million
Q4 2022 Jan 25, 2023	SELL	$61.52 - $72.67 $2.41 Million - $2.85 Million	-39,199 Reduced 60.02%	26,111 $1.84 Million
Q4 2021 Jan 26, 2022	BUY	$63.88 - $71.58 $550,262 - $616,590	8,614 Added 15.19%	65,310 $4.68 Million
Q3 2021 Oct 20, 2021	BUY	$63.56 - $70.07 $1.09 Million - $1.21 Million	17,212 Added 43.59%	56,696 $3.62 Million
Q2 2021 Aug 16, 2021	BUY	$63.23 - $67.72 $862,267 - $923,497	13,637 Added 52.76%	39,484 $2.5 Million
Q1 2021 May 06, 2021	BUY	$58.36 - $64.15 $497,168 - $546,493	8,519 Added 49.16%	25,847 $1.66 Million
Q4 2020 Feb 16, 2021	BUY	$59.98 - $66.76 $1.04 Million - $1.16 Million	17,328 New	17,328 $1.09 Million

Others Institutions Holding XLU

# of Institutions

1,482

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Aj Wealth Strategies, LLC Utilities Sector Spdr Transaction History