Coastal Investment Advisors, Inc. Utilities Sector Spdr Transaction History

Coastal Investment Advisors, Inc.

  • $211 Million
  • Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 3,135 shares of XLU stock, worth $248,542. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,135
Previous 21,263 85.26%
Holding current value
$248,542
Previous $1.45 Million 82.53%
% of portfolio
0.12%
Previous 0.29%

Shares

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

Oct 29, 2024
SELL
$67.67 - $80.78 $1.23 Million - $1.46 Million
-18,128 Reduced 85.26%
3,135 $253,000
Q2 2024

Jul 15, 2024
BUY
$62.77 - $72.87 $652,180 - $757,119
10,390 Added 95.56%
21,263 $1.45 Million
Q1 2024

Apr 19, 2024
SELL
$59.95 - $65.65 $387,996 - $424,886
-6,472 Reduced 37.31%
10,873 $713,000
Q4 2023

Jan 19, 2024
BUY
$56.19 - $65.96 $431,033 - $505,979
7,671 Added 79.3%
17,345 $1.1 Million
Q3 2023

Oct 20, 2023
BUY
$58.83 - $68.46 $23,708 - $27,589
403 Added 4.35%
9,674 $570,000
Q2 2023

Aug 09, 2023
BUY
$64.34 - $69.97 $29,403 - $31,976
457 Added 5.18%
9,271 $606,000
Q1 2023

May 05, 2023
BUY
$63.7 - $72.08 $69,114 - $78,206
1,085 Added 14.04%
8,814 $596,000
Q4 2022

Feb 10, 2023
SELL
$61.52 - $72.67 $29,898 - $35,317
-486 Reduced 5.92%
7,729 $544,000
Q3 2022

Oct 27, 2022
BUY
$65.51 - $78.12 $32,427 - $38,669
495 Added 6.41%
8,215 $538,000
Q2 2022

Aug 09, 2022
SELL
$64.87 - $76.96 $149,525 - $177,392
-2,305 Reduced 22.99%
7,720 $555,000
Q1 2022

Apr 13, 2022
BUY
$65.03 - $74.54 $154,251 - $176,808
2,372 Added 30.99%
10,025 $746,000
Q4 2021

Jan 18, 2022
BUY
$63.88 - $71.58 $50,912 - $57,049
797 Added 11.62%
7,653 $548,000
Q3 2021

Oct 18, 2021
SELL
$63.56 - $70.07 $2,097 - $2,312
-33 Reduced 0.48%
6,856 $438,000
Q2 2021

Jul 15, 2021
BUY
$63.23 - $67.72 $9,863 - $10,564
156 Added 2.32%
6,889 $436,000
Q1 2021

Apr 12, 2021
BUY
$58.36 - $64.15 $25,736 - $28,290
441 Added 7.01%
6,733 $431,000
Q4 2020

Jan 13, 2021
BUY
$59.98 - $66.76 $48,403 - $53,875
807 Added 14.71%
6,292 $395,000
Q3 2020

Oct 23, 2020
BUY
$56.7 - $61.49 $13,608 - $14,757
240 Added 4.58%
5,485 $326,000
Q2 2020

Jul 16, 2020
BUY
$51.79 - $62.83 $83,122 - $100,842
1,605 Added 44.09%
5,245 $296,000
Q1 2020

Apr 23, 2020
BUY
$44.93 - $70.98 $8,222 - $12,989
183 Added 5.29%
3,640 $202,000
Q4 2019

Feb 05, 2020
BUY
$61.37 - $64.82 $32,096 - $33,900
523 Added 17.83%
3,457 $221,000
Q3 2019

Oct 18, 2019
SELL
$62.5 - $64.93 $14,250 - $14,804
-228 Reduced 7.21%
2,934 $190,000
Q2 2019

Aug 01, 2019
BUY
N/A
1,676 Added 112.79%
3,162 $188,000
Q1 2019

May 15, 2019
BUY
N/A
1,486 New
1,486 $87,000

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
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