Moulton Wealth Management, Inc Utilities Sector Spdr Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 18,576 shares of XLU stock, worth $1.48 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
18,576
Previous 45,563 59.23%
Holding current value
$1.48 Million
Previous $3.68 Million 61.79%
% of portfolio
1.09%
Previous 3.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$74.89 - $82.93 $2.02 Million - $2.24 Million
-26,987 Reduced 59.23%
18,576 $1.41 Million
Q3 2024

Oct 17, 2024
BUY
$67.67 - $80.78 $2.19 Million - $2.61 Million
32,336 Added 244.47%
45,563 $3.68 Million
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $830,258 - $963,851
13,227 New
13,227 $901,000
Q1 2022

Apr 19, 2022
SELL
$65.03 - $74.54 $390,310 - $447,389
-6,002 Closed
0 $0
Q4 2021

Jan 12, 2022
SELL
$63.88 - $71.58 $1.75 Million - $1.96 Million
-27,384 Reduced 82.02%
6,002 $426,000
Q3 2021

Oct 12, 2021
BUY
$63.56 - $70.07 $2.12 Million - $2.34 Million
33,386 New
33,386 $2.13 Million
Q4 2020

Jan 12, 2021
SELL
$59.98 - $66.76 $3.25 Million - $3.62 Million
-54,189 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$56.7 - $61.49 $20,468 - $22,197
361 Added 0.67%
54,189 $3.46 Million
Q2 2020

Jul 08, 2020
BUY
$51.79 - $62.83 $2.79 Million - $3.38 Million
53,828 New
53,828 $3.12 Million
Q1 2020

Apr 13, 2020
SELL
$44.93 - $70.98 $5.17 Million - $8.17 Million
-115,106 Closed
0 $0
Q4 2019

Jan 08, 2020
BUY
$61.37 - $64.82 $7.06 Million - $7.46 Million
115,106 New
115,106 $7.36 Million

Others Institutions Holding XLU

# of Institutions
1,480
Shares Held
163M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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