A detailed history of Founders Capital Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Founders Capital Management holds 785 shares of XLU stock, worth $59,895. This represents 0.04% of its overall portfolio holdings.

Number of Shares
785
Previous 840 6.55%
Holding current value
$59,895
Previous $57,000 10.53%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 07, 2024

SELL
$67.67 - $80.78 $3,721 - $4,442
-55 Reduced 6.55%
785 $63,000
Q2 2024

Jul 10, 2024

SELL
$62.77 - $72.87 $1,883 - $2,186
-30 Reduced 3.45%
840 $57,000
Q1 2024

Apr 10, 2024

SELL
$59.95 - $65.65 $4,496 - $4,923
-75 Reduced 7.94%
870 $57,000
Q4 2023

Jan 08, 2024

BUY
$56.19 - $65.96 $15,452 - $18,139
275 Added 41.04%
945 $59,000
Q2 2022

Jul 20, 2022

BUY
$64.87 - $76.96 $32,435 - $38,480
500 Added 294.12%
670 $47,000
Q1 2018

Apr 09, 2018

SELL
N/A
-360 Reduced 67.92%
170 $9,000
Q3 2017

Oct 17, 2017

BUY
N/A
530
530 $28,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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