Beaumont Financial Partners, LLC Utilities Sector Spdr Transaction History

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 12,314 shares of XLU stock, worth $1.13 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,314
Previous 4,597 167.87%
Holding current value
$1.13 Million
Previous $322,000 150.62%
% of portfolio
0.08%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $505,540 - $602,852
7,717 Added 167.87%
12,314 $807,000
Q2 2022

Aug 04, 2022
SELL
$64.87 - $76.96 $2.93 Million - $3.47 Million
-45,117 Reduced 90.75%
4,597 $322,000
Q1 2022

May 09, 2022
BUY
$65.03 - $74.54 $813,460 - $932,420
12,509 Added 33.62%
49,714 $3.7 Million
Q4 2021

Feb 07, 2022
SELL
$63.88 - $71.58 $25,104 - $28,130
-393 Reduced 1.05%
37,205 $2.66 Million
Q3 2021

Nov 12, 2021
BUY
$63.56 - $70.07 $74,301 - $81,911
1,169 Added 3.21%
37,598 $2.4 Million
Q2 2021

Aug 04, 2021
SELL
$63.23 - $67.72 $5.04 Million - $5.4 Million
-79,744 Reduced 68.64%
36,429 $0
Q1 2021

May 04, 2021
SELL
$58.36 - $64.15 $1.36 Million - $1.49 Million
-23,235 Reduced 16.67%
116,173 $7.44 Million
Q4 2020

Feb 08, 2021
SELL
$59.98 - $66.76 $740,573 - $824,285
-12,347 Reduced 8.14%
139,408 $8.74 Million
Q3 2020

Nov 02, 2020
BUY
$56.7 - $61.49 $7.02 Million - $7.62 Million
123,869 Added 444.2%
151,755 $9.01 Million
Q2 2020

Aug 05, 2020
BUY
$51.79 - $62.83 $1.11 Million - $1.35 Million
21,441 Added 332.68%
27,886 $1.57 Million
Q1 2020

May 08, 2020
SELL
$44.93 - $70.98 $1.68 Million - $2.65 Million
-37,364 Reduced 85.29%
6,445 $357,000
Q4 2019

Feb 06, 2020
SELL
$61.37 - $64.82 $73,459 - $77,589
-1,197 Reduced 2.66%
43,809 $2.83 Million
Q3 2019

Nov 06, 2019
SELL
$62.5 - $64.93 $203,500 - $211,412
-3,256 Reduced 6.75%
45,006 $0
Q2 2019

Aug 06, 2019
SELL
N/A
-3,435 Reduced 6.64%
48,262 $2.88 Million
Q1 2019

May 06, 2019
SELL
N/A
-107,102 Reduced 67.45%
51,697 $3.01 Million
Q4 2018

Feb 07, 2019
BUY
N/A
91,401 Added 135.61%
158,799 $8.4 Million
Q3 2018

Nov 02, 2018
BUY
N/A
32,034 Added 90.58%
67,398 $3.55 Million
Q2 2018

Aug 06, 2018
BUY
N/A
35,364 New
35,364 $1.84 Million
Q1 2018

May 11, 2018
SELL
N/A
-81,163 Closed
0 $0
Q4 2017

Feb 05, 2018
SELL
N/A
-7,464 Reduced 8.42%
81,163 $4.28 Million
Q3 2017

Oct 31, 2017
SELL
N/A
-2,074 Reduced 2.29%
88,627 $4.7 Million
Q2 2017

Aug 11, 2017
BUY
N/A
90,701
90,701 $4.71 Million

Others Institutions Holding XLU

# of Institutions
1,644
Shares Held
154M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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