Carolinas Wealth Consulting LLC Utilities Sector Spdr Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 339 shares of XLU stock, worth $25,926. This represents 0.0% of its overall portfolio holdings.

Number of Shares
339
Previous 338 0.3%
Holding current value
$25,926
Previous $23,000 17.39%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $67 - $80
1 Added 0.3%
339 $27,000
Q2 2024

Aug 12, 2024
BUY
$62.77 - $72.87 $62 - $72
1 Added 0.3%
338 $23,000
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $12,349 - $13,523
206 Added 157.25%
337 $22,000
Q4 2023

Feb 13, 2024
BUY
$56.19 - $65.96 $56 - $65
1 Added 0.77%
131 $8,000
Q3 2023

Nov 14, 2023
BUY
$58.83 - $68.46 $58 - $68
1 Added 0.78%
130 $7,000
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $63 - $72
1 Added 0.78%
129 $8,000
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $61 - $72
1 Added 0.79%
128 $9,000
Q2 2022

Aug 16, 2022
BUY
$64.87 - $76.96 $64 - $76
1 Added 0.79%
127 $9,000
Q1 2022

May 17, 2022
BUY
$65.03 - $74.54 $65 - $74
1 Added 0.8%
126 $9,000
Q3 2021

Nov 15, 2021
BUY
$63.56 - $70.07 $63 - $70
1 Added 0.81%
125 $8,000
Q2 2021

Aug 17, 2021
BUY
$63.23 - $67.72 $2,339 - $2,505
37 Added 42.53%
124 $8,000
Q4 2020

Feb 16, 2021
BUY
$59.98 - $66.76 $59 - $66
1 Added 1.16%
87 $5,000
Q3 2020

Nov 12, 2020
BUY
$56.7 - $61.49 $56 - $61
1 Added 1.18%
86 $5,000
Q2 2020

Aug 13, 2020
SELL
$51.79 - $62.83 $11,393 - $13,822
-220 Reduced 72.13%
85 $5,000
Q1 2020

May 11, 2020
BUY
$44.93 - $70.98 $9,974 - $15,757
222 Added 267.47%
305 $17,000
Q4 2019

Feb 14, 2020
BUY
$61.37 - $64.82 $5,093 - $5,380
83 New
83 $5,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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