Cedar Wealth Management, LLC Utilities Sector Spdr Transaction History

Cedar Wealth Management, LLC

  • $307 Million
  • Q2 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 1,700 shares of XLU stock, worth $134,776. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,700
Holding current value
$134,776
% of portfolio
0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,422
Shares Held
166M
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 Cedar Wealth Management, LLC Portfolio

Follow Cedar Wealth Management, 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 Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email