O'Rourke & Company, Inc Utilities Sector Spdr Transaction History

O'Rourke & Company, Inc

  • $172 Million
  • Q1 2024

A detailed history of O'Rourke & Company, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, O'Rourke & Company, Inc holds 5,839 shares of XLU stock, worth $400,263. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,839
Previous 4,453 31.13%
Holding current value
$400,263
Previous $282,000 35.82%
% of portfolio
0.22%
Previous 0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$59.95 - $65.65 $83,090 - $90,990
1,386 Added 31.13%
5,839 $383,000
Q4 2023

Jan 24, 2024
BUY
$56.19 - $65.96 $250,214 - $293,719
4,453 New
4,453 $282,000
Q1 2023

May 12, 2023
BUY
$63.7 - $72.08 $573 - $648
9 Added 0.3%
3,027 $205,000
Q4 2022

Feb 13, 2023
SELL
$65.75 - $72.67 $20,316 - $22,455
-309 Reduced 9.29%
3,018 $213,000
Q3 2022

Nov 14, 2022
BUY
N/A
3,327 New
3,327 $218,000
Q2 2022

Aug 12, 2022
SELL
N/A
-2,705 Closed
0 $0
Q1 2022

May 16, 2022
BUY
N/A
2,705 New
2,705 $201,000

Others Institutions Holding XLU

# of Institutions
1,251
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
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More about XLU
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