A detailed history of Barrett & Company, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Barrett & Company, Inc. holds 169 shares of XLU stock, worth $13,596. This represents 0.01% of its overall portfolio holdings.

Number of Shares
169
Previous 39 333.33%
Holding current value
$13,596
Previous $2.67 Million 412.3%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 24, 2024

BUY
$67.67 - $80.78 $8,797 - $10,501
130 Added 333.33%
169 $13.7 Million
Q4 2023

Jan 24, 2024

SELL
$56.19 - $65.96 $17,250 - $20,249
-307 Reduced 88.73%
39 $2.48 Million
Q3 2023

Oct 23, 2023

BUY
$58.83 - $68.46 $18,060 - $21,017
307 Added 787.18%
346 $20.4 Million
Q1 2023

May 11, 2023

BUY
$63.7 - $72.08 $2,484 - $2,811
39 New
39 $2.65 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
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More about XLU
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