A detailed history of Pacific Sun Financial Corp transactions in Utilities Sector Spdr stock. As of the latest transaction made, Pacific Sun Financial Corp holds 2,671 shares of XLU stock, worth $203,717. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,671
Holding current value
$203,717
% of portfolio
0.13%

Shares

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

Oct 09, 2024

BUY
$67.67 - $80.78 $180,746 - $215,763
2,671 New
2,671 $215,000
Q4 2022

Feb 14, 2023

SELL
$61.52 - $72.67 $4,614 - $5,450
-75 Reduced 2.05%
3,591 $253,000
Q4 2021

Feb 10, 2022

SELL
$63.88 - $71.58 $27,468 - $30,779
-430 Reduced 10.5%
3,666 $262,000
Q3 2021

Nov 12, 2021

SELL
$63.56 - $70.07 $6,356 - $7,006
-100 Reduced 2.38%
4,096 $262,000
Q3 2020

Nov 12, 2020

BUY
$56.7 - $61.49 $2,041 - $2,213
36 Added 0.87%
4,196 $249,000
Q4 2019

Feb 12, 2020

SELL
$61.37 - $64.82 $12,274 - $12,963
-200 Reduced 4.59%
4,160 $269,000
Q3 2019

Nov 05, 2019

SELL
$62.5 - $64.93 $6,250 - $6,493
-100 Reduced 2.24%
4,360 $282,000
Q2 2019

Aug 14, 2019

SELL
N/A
-750 Reduced 14.4%
4,460 $266,000
Q2 2018

Aug 14, 2018

SELL
N/A
-650 Reduced 11.09%
5,210 $278,000
Q1 2018

May 14, 2018

BUY
N/A
5,860 New
5,860 $296,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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