Gerber Kawasaki Wealth & Investment Management Utilities Sector Spdr Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $1.98 Billion
  • Q2 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 4,634 shares of XLU stock, worth $367,383. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,634
Previous 2,111 119.52%
Holding current value
$367,383
Previous $138,000 128.26%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$62.77 - $72.87 $158,368 - $183,851
2,523 Added 119.52%
4,634 $315,000
Q1 2024

May 13, 2024
BUY
$59.95 - $65.65 $126,554 - $138,587
2,111 New
2,111 $138,000
Q3 2023

Nov 14, 2023
SELL
$58.83 - $68.46 $60,830 - $70,787
-1,034 Reduced 12.57%
7,194 $423,000
Q2 2023

Aug 10, 2023
SELL
$64.34 - $69.97 $41,306 - $44,920
-642 Reduced 7.24%
8,228 $538,000
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $1,528 - $1,729
24 Added 0.27%
8,870 $600,000
Q4 2022

Feb 08, 2023
BUY
$61.52 - $72.67 $2,706 - $3,197
44 Added 0.5%
8,846 $623,000
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $135,605 - $161,708
2,070 Added 30.75%
8,802 $576,000
Q2 2022

Aug 04, 2022
BUY
$64.87 - $76.96 $73,238 - $86,887
1,129 Added 20.15%
6,732 $472,000
Q1 2022

May 12, 2022
BUY
$65.03 - $74.54 $173,369 - $198,723
2,666 Added 90.77%
5,603 $417,000
Q4 2021

Feb 11, 2022
BUY
$63.88 - $71.58 $38,775 - $43,449
607 Added 26.05%
2,937 $210,000
Q3 2021

Nov 15, 2021
BUY
$63.56 - $70.07 $148,094 - $163,263
2,330 New
2,330 $148,000

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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