Carolinas Wealth Consulting LLC Utilities Sector Spdr Transaction History

Carolinas Wealth Consulting LLC

  • $542 Million
  • Q2 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 338 shares of XLU stock, worth $27,533. This represents 0.0% of its overall portfolio holdings.

Number of Shares
338
Previous 337 0.3%
Holding current value
$27,533
Previous $22,000 4.55%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,365
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC 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 Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email