A detailed history of Carmichael Hill & Associates, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Carmichael Hill & Associates, Inc. holds 1,117 shares of XLU stock, worth $76,648. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,117
Previous 1,114 0.27%
Holding current value
$76,648
Previous $70,000 4.29%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 24, 2024

BUY
$59.95 - $65.65 $179 - $196
3 Added 0.27%
1,117 $73,000
Q4 2023

Jan 23, 2024

BUY
$56.19 - $65.96 $224 - $263
4 Added 0.36%
1,114 $70,000
Q3 2023

Oct 30, 2023

BUY
$58.83 - $68.46 $176 - $205
3 Added 0.27%
1,110 $65,000
Q2 2023

Aug 04, 2023

BUY
$64.34 - $69.97 $193 - $209
3 Added 0.27%
1,107 $72,000
Q1 2023

Apr 05, 2023

SELL
$63.7 - $72.08 $4,841 - $5,478
-76 Reduced 6.44%
1,104 $74,000
Q4 2022

Feb 13, 2023

SELL
$65.75 - $72.67 $6,903 - $7,630
-105 Reduced 8.17%
1,180 $83,000
Q3 2022

Nov 10, 2022

SELL
N/A
-91 Reduced 6.61%
1,285 $84,000
Q2 2022

Aug 05, 2022

BUY
N/A
278 Added 25.32%
1,376 $97,000
Q1 2022

May 16, 2022

BUY
N/A
155 Added 16.44%
1,098 $82,000
Q4 2021

Jan 31, 2022

BUY
N/A
3 Added 0.32%
943 $68,000
Q3 2021

Nov 12, 2021

BUY
N/A
2 Added 0.21%
940 $60,000
Q2 2021

Aug 03, 2021

SELL
N/A
-308 Reduced 24.72%
938 $59,000
Q1 2021

Apr 28, 2021

BUY
N/A
3 Added 0.24%
1,246 $80,000
Q4 2020

Jan 27, 2021

SELL
N/A
-37 Reduced 2.89%
1,243 $78,000
Q3 2020

Nov 12, 2020

BUY
N/A
3 Added 0.23%
1,280 $76,000
Q2 2020

Aug 05, 2020

BUY
N/A
2 Added 0.16%
1,277 $72,000
Q1 2020

May 05, 2020

SELL
N/A
-790 Reduced 38.26%
1,275 $71,000
Q4 2019

Jan 30, 2020

BUY
N/A
2,065 New
2,065 $133,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Carmichael Hill & Associates, Inc. Portfolio

Follow Carmichael Hill & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carmichael Hill & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carmichael Hill & Associates, Inc. with notifications on news.