A detailed history of Clifford Swan Investment Counsel LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 5,016 shares of XLU stock, worth $397,668. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,016
Previous 5,016 -0.0%
Holding current value
$397,668
Previous $329,000 3.65%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 05, 2023

SELL
$63.7 - $72.08 $89,180 - $100,912
-1,400 Reduced 21.82%
5,016 $339,000
Q4 2022

Feb 02, 2023

SELL
$61.52 - $72.67 $7,505 - $8,865
-122 Reduced 1.87%
6,416 $452,000
Q1 2022

May 03, 2022

BUY
$65.03 - $74.54 $65,030 - $74,540
1,000 Added 18.06%
6,538 $487,000
Q4 2021

Feb 11, 2022

SELL
$63.88 - $71.58 $55,064 - $61,701
-862 Reduced 13.47%
5,538 $0
Q1 2021

May 07, 2021

BUY
$58.36 - $64.15 $29,180 - $32,075
500 Added 8.47%
6,400 $410,000
Q3 2018

Nov 14, 2018

SELL
N/A
-600 Reduced 9.23%
5,900 $311,000
Q4 2017

Feb 09, 2018

BUY
N/A
500 Added 8.33%
6,500 $342,000
Q2 2017

Aug 11, 2017

BUY
N/A
6,000
6,000 $312,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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