Nelson, Van Denburg & Campbell Wealth Management Group, LLC Utilities Sector Spdr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.25 Billion
  • Q2 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 16,704 shares of XLU stock, worth $1.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,704
Previous 22,385 25.38%
Holding current value
$1.32 Million
Previous $1.47 Million 22.53%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Aug 13, 2024
SELL
$62.77 - $72.87 $356,596 - $413,974
-5,681 Reduced 25.38%
16,704 $1.14 Million
Q1 2024

Apr 30, 2024
BUY
$59.95 - $65.65 $1.31 Million - $1.43 Million
21,819 Added 3854.95%
22,385 $1.47 Million
Q4 2023

Jan 30, 2024
SELL
$56.19 - $65.96 $38,377 - $45,050
-683 Reduced 54.68%
566 $35,000
Q3 2023

Oct 17, 2023
SELL
$58.83 - $68.46 $227,024 - $264,187
-3,859 Reduced 75.55%
1,249 $73,000
Q2 2023

Jul 19, 2023
SELL
$64.34 - $69.97 $71,031 - $77,246
-1,104 Reduced 17.77%
5,108 $334,000
Q1 2023

May 10, 2023
BUY
$63.7 - $72.08 $359,586 - $406,891
5,645 Added 995.59%
6,212 $420,000
Q3 2022

Oct 26, 2022
BUY
$65.51 - $78.12 $37,144 - $44,294
567 New
567 $37,000
Q1 2021

May 11, 2021
SELL
$58.36 - $64.15 $7,995 - $8,788
-137 Closed
0 $0
Q4 2020

Feb 09, 2021
BUY
$59.98 - $66.76 $8,217 - $9,146
137 New
137 $8,000
Q3 2018

Nov 14, 2018
SELL
N/A
-200 Closed
0 $0
Q2 2018

Aug 16, 2018
BUY
N/A
200 New
200 $10,000

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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