A detailed history of Jnba Financial Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Jnba Financial Advisors holds 383 shares of XLU stock, worth $30,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares
383
Previous 449 14.7%
Holding current value
$30,827
Previous $30,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 30, 2024

SELL
$67.67 - $80.78 $4,466 - $5,331
-66 Reduced 14.7%
383 $30,000
Q3 2023

Nov 02, 2023

SELL
$58.83 - $68.46 $2,529 - $2,943
-43 Reduced 8.74%
449 $26,000
Q3 2022

Nov 07, 2022

BUY
$65.51 - $78.12 $21,749 - $25,935
332 Added 207.5%
492 $32,000
Q4 2021

Feb 03, 2022

SELL
$63.88 - $71.58 $4,599 - $5,153
-72 Reduced 31.03%
160 $11,000
Q2 2021

Aug 04, 2021

BUY
$63.23 - $67.72 $10,496 - $11,241
166 Added 251.52%
232 $15,000
Q4 2020

Jan 25, 2021

BUY
$59.98 - $66.76 $3,958 - $4,406
66 New
66 $4,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Jnba Financial Advisors Portfolio

Follow Jnba Financial Advisors 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 Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.