Cedar Wealth Management, LLC Utilities Sector Spdr Transaction History

Cedar Wealth Management, LLC

  • $322 Million
  • Q3 2024

A detailed history of Cedar Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 2,225 shares of XLU stock, worth $184,452. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,225
Previous 1,700 30.88%
Holding current value
$184,452
Previous $115,000 55.65%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Nov 08, 2024
BUY
$67.67 - $80.78 $35,526 - $42,409
525 Added 30.88%
2,225 $179,000
Q2 2024

Aug 12, 2024
BUY
$62.77 - $72.87 $106,709 - $123,879
1,700 New
1,700 $115,000
Q4 2023

Feb 13, 2024
SELL
$56.19 - $65.96 $89,566 - $105,140
-1,594 Reduced 33.08%
3,225 $204,000
Q4 2022

Feb 14, 2023
SELL
$61.52 - $72.67 $30,760 - $36,335
-500 Reduced 9.4%
4,819 $339,000
Q2 2022

Aug 11, 2022
SELL
$64.87 - $76.96 $12,974 - $15,391
-200 Reduced 3.62%
5,319 $373,000
Q4 2021

Feb 11, 2022
BUY
$63.88 - $71.58 $10,859 - $12,168
170 Added 3.18%
5,519 $395,000
Q2 2021

Aug 09, 2021
BUY
$63.23 - $67.72 $7,840 - $8,397
124 Added 2.37%
5,349 $338,000
Q1 2021

May 11, 2021
SELL
$58.36 - $64.15 $58,360 - $64,150
-1,000 Reduced 16.06%
5,225 $335,000
Q4 2020

Feb 11, 2021
SELL
$59.98 - $66.76 $6,057 - $6,742
-101 Reduced 1.6%
6,225 $390,000
Q1 2020

May 01, 2020
BUY
$44.93 - $70.98 $53,916 - $85,176
1,200 Added 23.41%
6,326 $351,000
Q1 2019

Apr 25, 2019
BUY
N/A
101 Added 2.01%
5,126 $298,000
Q4 2018

Jan 23, 2019
BUY
N/A
1,500 Added 42.55%
5,025 $266,000
Q1 2018

May 08, 2018
BUY
N/A
2,025 Added 135.0%
3,525 $178,000
Q3 2017

Oct 24, 2017
BUY
N/A
1,500
1,500 $80,000

Others Institutions Holding XLU

# of Institutions
1,484
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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