Danda Trouve Investment Management, Inc. Utilities Sector Spdr Transaction History

Danda Trouve Investment Management, Inc.

$54.1 Million
Q3 2022

A detailed history of Danda Trouve Investment Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Danda Trouve Investment Management, Inc. holds 40,290 shares of XLU stock, worth $3.58 Million. This represents 4.88% of its overall portfolio holdings.

Number of Shares

40,290

Previous 40,565 0.68%

Holding current value

$3.58 Million

Previous $2.85 Million 7.24%

% of portfolio

4.88%

Previous 4.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 14, 2022	SELL	$65.51 - $78.12 $18,015 - $21,483	-275 Reduced 0.68%	40,290 $2.64 Million
Q2 2022 Jul 12, 2022	SELL	$64.87 - $76.96 $11,417 - $13,544	-176 Reduced 0.43%	40,565 $2.85 Million
Q1 2022 Apr 22, 2022	BUY	$65.03 - $74.54 $2.65 Million - $3.04 Million	40,741 New	40,741 $3.03 Million
Q1 2021 May 04, 2021	SELL	$58.36 - $64.15 $1.84 Million - $2.03 Million	-31,598 Closed	0 $0
Q4 2020 Feb 02, 2021	SELL	$59.98 - $66.76 $789,756 - $879,028	-13,167 Reduced 29.41%	31,598 $1.98 Million
Q3 2020 Oct 28, 2020	BUY	$56.7 - $61.49 $397,467 - $431,044	7,010 Added 18.57%	44,765 $2.66 Million
Q2 2020 Aug 03, 2020	BUY	$51.79 - $62.83 $857,124 - $1.04 Million	16,550 Added 78.05%	37,755 $2.13 Million
Q1 2020 Apr 22, 2020	BUY	$44.93 - $70.98 $65,642 - $103,701	1,461 Added 7.4%	21,205 $1.18 Million
Q4 2019 Mar 06, 2020	BUY	$61.37 - $64.82 $1.21 Million - $1.28 Million	19,744 New	19,744 $1.28 Million

Others Institutions Holding XLU

# of Institutions

1,670

Shares Held

156M

Call Options Held

15.2M

Put Options Held

35.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Danda Trouve Investment Management, Inc. Utilities Sector Spdr Transaction History