A detailed history of First Personal Financial Services transactions in Utilities Sector Spdr stock. As of the latest transaction made, First Personal Financial Services holds 345 shares of XLU stock, worth $27,351. This represents 0.01% of its overall portfolio holdings.

Number of Shares
345
Previous 345 -0.0%
Holding current value
$27,351
Previous $22,000 4.55%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$58.83 - $68.46 $66,477 - $77,359
-1,130 Reduced 76.61%
345 $20,000
Q2 2021

Aug 02, 2021

BUY
$63.23 - $67.72 $71,449 - $76,523
1,130 Added 327.54%
1,475 $93,000
Q4 2018

Jan 30, 2019

BUY
N/A
345 New
345 $18,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track First Personal Financial Services Portfolio

Follow First Personal Financial Services 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 First Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.