A detailed history of Money Concepts Capital Corp transactions in Utilities Sector Spdr stock. As of the latest transaction made, Money Concepts Capital Corp holds 3,346 shares of XLU stock, worth $261,456. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,346
Previous 3,063 9.24%
Holding current value
$261,456
Previous $208,000 29.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024

BUY
$67.67 - $80.78 $19,150 - $22,860
283 Added 9.24%
3,346 $270,000
Q2 2024

Aug 02, 2024

BUY
$62.77 - $72.87 $192,264 - $223,200
3,063 New
3,063 $208,000
Q1 2023

May 01, 2023

BUY
$63.7 - $72.08 $7.1 Million - $8.04 Million
111,493 Added 751.76%
126,324 $8.55 Million
Q3 2022

Oct 27, 2022

BUY
$65.51 - $78.12 $886,481 - $1.06 Million
13,532 Added 8.41%
174,480 $11.4 Million
Q2 2022

Jul 18, 2022

BUY
$64.87 - $76.96 $9.34 Million - $11.1 Million
143,952 Added 846.98%
160,948 $11.6 Million
Q1 2022

May 13, 2022

BUY
$65.03 - $74.54 $946,706 - $1.09 Million
14,558 Added 597.13%
16,996 $1.27 Million
Q4 2021

Feb 14, 2022

BUY
$63.88 - $71.58 $49,634 - $55,617
777 Added 46.78%
2,438 $174,000
Q1 2021

May 17, 2021

SELL
$58.36 - $64.15 $162,240 - $178,337
-2,780 Reduced 62.6%
1,661 $106,000
Q4 2020

May 17, 2021

BUY
$59.98 - $66.76 $266,371 - $296,481
4,441 New
4,441 $278,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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