A detailed history of Monetary Management Group Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Monetary Management Group Inc holds 8,970 shares of XLU stock, worth $686,025. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,970
Previous 8,970 -0.0%
Holding current value
$686,025
Previous $611,000 18.49%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Jul 16, 2024

BUY
$62.77 - $72.87 $28,246 - $32,791
450 Added 5.28%
8,970 $611,000
Q1 2024

May 13, 2024

BUY
$59.95 - $65.65 $47,960 - $52,520
800 Added 10.36%
8,520 $559,000
Q3 2023

Nov 09, 2023

SELL
$58.83 - $68.46 $17,649 - $20,537
-300 Reduced 3.74%
7,720 $454,000
Q1 2023

May 11, 2023

BUY
$63.7 - $72.08 $76,440 - $86,496
1,200 Added 17.6%
8,020 $542,000
Q4 2021

Feb 14, 2022

BUY
$63.88 - $71.58 $23,955 - $26,842
375 Added 5.82%
6,820 $488,000
Q3 2021

Nov 12, 2021

SELL
$63.56 - $70.07 $12,712 - $14,013
-200 Reduced 3.01%
6,445 $412,000
Q2 2021

Aug 12, 2021

SELL
$63.23 - $67.72 $6,323 - $6,772
-100 Reduced 1.48%
6,645 $420,000
Q1 2021

May 17, 2021

SELL
$58.36 - $64.15 $105,048 - $115,470
-1,800 Reduced 21.06%
6,745 $432,000
Q3 2020

Nov 12, 2020

BUY
$56.7 - $61.49 $17,010 - $18,447
300 Added 3.64%
8,545 $507,000
Q1 2020

May 14, 2020

BUY
$44.93 - $70.98 $108,955 - $172,126
2,425 Added 41.67%
8,245 $457,000
Q4 2019

Feb 13, 2020

BUY
$61.37 - $64.82 $1,227 - $1,296
20 Added 0.34%
5,820 $376,000
Q4 2018

Feb 13, 2019

BUY
N/A
4,450 Added 329.63%
5,800 $307,000
Q3 2018

Nov 13, 2018

BUY
N/A
1,000 Added 285.71%
1,350 $71,000
Q2 2018

Aug 13, 2018

BUY
N/A
350 New
350 $18,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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