A detailed history of Contravisory Investment Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Contravisory Investment Management, Inc. holds 2,147 shares of XLU stock, worth $164,202. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,147
Holding current value
$164,202
% of portfolio
0.04%

Shares

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

Oct 09, 2024

BUY
$67.67 - $80.78 $145,287 - $173,434
2,147 New
2,147 $173,000
Q3 2023

Oct 10, 2023

SELL
$58.83 - $68.46 $163,429 - $190,181
-2,778 Reduced 55.73%
2,207 $130,000
Q2 2023

Jul 12, 2023

SELL
$64.34 - $69.97 $26,250 - $28,547
-408 Reduced 7.57%
4,985 $326,000
Q1 2023

Apr 12, 2023

SELL
$63.7 - $72.08 $171,990 - $194,616
-2,700 Reduced 33.36%
5,393 $365,000
Q4 2022

Jan 13, 2023

BUY
$61.52 - $72.67 $44,478 - $52,540
723 Added 9.81%
8,093 $0
Q3 2022

Oct 12, 2022

BUY
$65.51 - $78.12 $86,014 - $102,571
1,313 Added 21.68%
7,370 $483,000
Q2 2022

Jul 13, 2022

BUY
$64.87 - $76.96 $190,069 - $225,492
2,930 Added 93.7%
6,057 $425,000
Q1 2022

Apr 08, 2022

BUY
$65.03 - $74.54 $203,348 - $233,086
3,127 New
3,127 $233,000
Q3 2021

Oct 12, 2021

SELL
$63.56 - $70.07 $94,259 - $103,913
-1,483 Closed
0 $0
Q2 2021

Jul 14, 2021

BUY
$63.23 - $67.72 $1,896 - $2,031
30 Added 2.06%
1,483 $94,000
Q1 2021

Apr 14, 2021

BUY
$58.36 - $64.15 $116 - $128
2 Added 0.14%
1,453 $93,000
Q4 2020

Jan 13, 2021

SELL
$59.98 - $66.76 $11,576 - $12,884
-193 Reduced 11.74%
1,451 $91,000
Q3 2020

Oct 08, 2020

SELL
$56.7 - $61.49 $164,146 - $178,013
-2,895 Reduced 63.78%
1,644 $98,000
Q2 2020

Jul 09, 2020

BUY
$51.79 - $62.83 $118,029 - $143,189
2,279 Added 100.84%
4,539 $269,000
Q1 2020

Apr 09, 2020

BUY
$44.93 - $70.98 $2,336 - $3,690
52 Added 2.36%
2,260 $125,000
Q4 2019

Jan 09, 2020

BUY
$61.37 - $64.82 $12,028 - $12,704
196 Added 9.74%
2,208 $143,000
Q3 2019

Oct 07, 2019

BUY
$62.5 - $64.93 $49,312 - $51,229
789 Added 64.51%
2,012 $130,000
Q2 2019

Jul 09, 2019

BUY
N/A
671 Added 121.56%
1,223 $73,000
Q1 2019

Apr 08, 2019

BUY
N/A
392 Added 245.0%
552 $32,000
Q4 2018

Jan 14, 2019

BUY
N/A
160 New
160 $8,000
Q2 2018

Jul 11, 2018

SELL
N/A
-2,930 Closed
0 $0
Q1 2018

Apr 09, 2018

SELL
N/A
-444 Reduced 13.16%
2,930 $148,000
Q4 2017

Jan 18, 2018

BUY
N/A
654 Added 24.04%
3,374 $178,000
Q3 2017

Oct 12, 2017

BUY
N/A
2,720
2,720 $144,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Contravisory Investment Management, Inc. Portfolio

Follow Contravisory Investment Management, Inc. 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 Contravisory Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Contravisory Investment Management, Inc. with notifications on news.