Bdo Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 327 shares of XLU stock, worth $25,780. This represents 0.0% of its overall portfolio holdings.

Number of Shares

327

Previous 320 2.19%

Holding current value

$25,780

Previous $21,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$64.34 - $69.97 $450 - $489	7 Added 2.19%	327 $21,000
Q4 2022 Jan 27, 2023	SELL	$61.52 - $72.67 $22,454 - $26,524	-365 Reduced 53.28%	320 $0
Q4 2021 Feb 11, 2022	SELL	$63.88 - $71.58 $50,976 - $57,120	-798 Reduced 53.81%	685 $49,000
Q3 2021 Nov 09, 2021	BUY	$63.56 - $70.07 $20,339 - $22,422	320 Added 27.52%	1,483 $95,000
Q1 2021 May 14, 2021	BUY	$58.36 - $64.15 $46,571 - $51,191	798 Added 218.63%	1,163 $74,000
Q4 2020 Feb 12, 2021	SELL	$59.98 - $66.76 $2,219 - $2,470	-37 Reduced 9.2%	365 $23,000
Q3 2020 Nov 12, 2020	BUY	$56.7 - $61.49 $2,097 - $2,275	37 Added 10.14%	402 $24,000
Q2 2020 Aug 14, 2020	SELL	$51.79 - $62.83 $6,525 - $7,916	-126 Reduced 25.66%	365 $21,000
Q1 2020 May 15, 2020	BUY	$44.93 - $70.98 $5,661 - $8,943	126 Added 34.52%	491 $27,000
Q3 2019 Nov 12, 2019	BUY	$62.5 - $64.93 $22,812 - $23,699	365 New	365 $24,000
Q1 2018 May 23, 2018	SELL	N/A	-250 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	N/A	250	250 $13,000

Others Institutions Holding XLU

# of Institutions

1,490

Shares Held

166M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Utilities Sector Spdr Transaction History