A detailed history of Farmers & Merchants Investments Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Farmers & Merchants Investments Inc holds 170 shares of XLU stock, worth $13,846. This represents 0.0% of its overall portfolio holdings.

Number of Shares
170
Previous 570 70.18%
Holding current value
$13,846
Previous $38,000 65.79%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

SELL
$67.67 - $80.78 $27,068 - $32,312
-400 Reduced 70.18%
170 $13,000
Q2 2024

Aug 05, 2024

SELL
$62.77 - $72.87 $12,554 - $14,574
-200 Reduced 25.97%
570 $38,000
Q4 2023

Jan 23, 2024

SELL
$56.19 - $65.96 $13,654 - $16,028
-243 Reduced 23.99%
770 $48,000
Q3 2022

Oct 31, 2022

SELL
$65.51 - $78.12 $458 - $546
-7 Reduced 0.69%
1,013 $66,000
Q2 2022

Jul 28, 2022

BUY
$64.87 - $76.96 $25,948 - $30,783
400 Added 64.52%
1,020 $72,000
Q4 2021

Jan 14, 2022

SELL
$63.88 - $71.58 $3,194 - $3,579
-50 Reduced 7.46%
620 $44,000
Q1 2021

Apr 14, 2021

SELL
$58.36 - $64.15 $2,918 - $3,207
-50 Reduced 6.94%
670 $43,000
Q1 2020

Apr 16, 2020

SELL
$44.93 - $70.98 $15,545 - $24,559
-346 Reduced 32.46%
720 $40,000
Q4 2019

Jan 21, 2020

SELL
$61.37 - $64.82 $10,739 - $11,343
-175 Reduced 14.1%
1,066 $69,000
Q3 2019

Oct 18, 2019

BUY
$62.5 - $64.93 $27,562 - $28,634
441 Added 55.13%
1,241 $80,000
Q4 2018

Jan 24, 2019

SELL
N/A
-1,100 Reduced 57.89%
800 $42,000
Q3 2018

Oct 30, 2018

BUY
N/A
1,000 Added 111.11%
1,900 $100,000
Q3 2017

Oct 19, 2017

BUY
N/A
900
900 $48,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Farmers & Merchants Investments Inc Portfolio

Follow Farmers & Merchants Investments 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 Farmers & Merchants Investments Inc, based on Form 13F filings with the SEC.

News

Stay updated on Farmers & Merchants Investments Inc with notifications on news.