A detailed history of Occidental Asset Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Occidental Asset Management, LLC holds 32,502 shares of XLU stock, worth $2.58 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
32,502
Holding current value
$2.58 Million
% of portfolio
0.43%

Shares

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

Oct 11, 2024

BUY
$67.67 - $80.78 $2.2 Million - $2.63 Million
32,502 New
32,502 $2.63 Million
Q2 2020

Jul 17, 2020

SELL
$51.79 - $62.83 $545,193 - $661,411
-10,527 Closed
0 $0
Q1 2020

Apr 23, 2020

BUY
$44.93 - $70.98 $472,978 - $747,206
10,527 New
10,527 $583,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Occidental Asset Management, LLC Portfolio

Follow Occidental Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Occidental Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Occidental Asset Management, LLC with notifications on news.