A detailed history of Braun Stacey Associates Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Braun Stacey Associates Inc holds 3,148 shares of XLU stock, worth $215,795. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,148
Previous 3,173 0.79%
Holding current value
$215,795
Previous $200,000 3.5%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$59.95 - $65.65 $1,498 - $1,641
-25 Reduced 0.79%
3,148 $207,000
Q4 2023

Jan 23, 2024

BUY
$56.19 - $65.96 $178,290 - $209,291
3,173 New
3,173 $200,000
Q2 2023

Jul 28, 2023

SELL
$64.34 - $69.97 $193,213 - $210,119
-3,003 Reduced 49.18%
3,103 $203,000
Q1 2023

May 08, 2023

BUY
$63.7 - $72.08 $199,635 - $225,898
3,134 Added 105.45%
6,106 $413,000
Q4 2022

Feb 07, 2023

BUY
$65.75 - $72.67 $195,409 - $215,975
2,972 New
2,972 $209,000
Q2 2022

Jul 27, 2022

BUY
N/A
134 Added 4.87%
2,888 $203,000
Q1 2022

Apr 28, 2022

BUY
N/A
2,754 New
2,754 $205,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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