Bogart Wealth, LLC Utilities Sector Spdr Transaction History

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Bogart Wealth, LLC holds 20 shares of XLU stock, worth $1,578. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Holding current value
$1,578
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$74.7 - $80.27 $1,494 - $1,605
20 New
20 $1,000
Q4 2023

Feb 06, 2024
SELL
$56.19 - $65.96 $5,619 - $6,595
-100 Reduced 50.0%
100 $6,000
Q1 2023

Apr 21, 2023
SELL
$63.7 - $72.08 $5,287 - $5,982
-83 Reduced 29.33%
200 $13,000
Q4 2022

Feb 06, 2023
BUY
$61.52 - $72.67 $17,410 - $20,565
283 New
283 $19,000
Q1 2022

Apr 22, 2022
SELL
$65.03 - $74.54 $10,404 - $11,926
-160 Closed
0 $0
Q3 2021

Oct 15, 2021
BUY
$63.56 - $70.07 $10,169 - $11,211
160 New
160 $10,000

Others Institutions Holding XLU

# of Institutions
1,573
Shares Held
150M
Call Options Held
16.8M
Put Options Held
34.5M
View Full List

About UTILITIES SECTOR SPDR

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