Palumbo Wealth Management LLC Utilities Sector Spdr Transaction History

Palumbo Wealth Management LLC

  • $217 Million
  • Q1 2024

A detailed history of Palumbo Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 3,222 shares of XLU stock, worth $219,160. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,222
Previous 3,373 4.48%
Holding current value
$219,160
Previous $213,000 0.94%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Apr 15, 2024
SELL
$59.95 - $65.65 $9,052 - $9,913
-151 Reduced 4.48%
3,222 $211,000
Q4 2023

Jan 22, 2024
SELL
$56.19 - $65.96 $11,238 - $13,191
-200 Reduced 5.6%
3,373 $213,000
Q3 2023

Oct 16, 2023
SELL
$58.83 - $68.46 $70,831 - $82,425
-1,204 Reduced 25.2%
3,573 $210,000
Q2 2023

Jul 26, 2023
SELL
$64.34 - $69.97 $27,794 - $30,227
-432 Reduced 8.29%
4,777 $312,000
Q1 2023

May 04, 2023
SELL
$63.7 - $72.08 $23,696 - $26,813
-372 Reduced 6.67%
5,209 $352,000
Q4 2022

Feb 13, 2023
BUY
$65.75 - $72.67 $2,104 - $2,325
32 Added 0.58%
5,581 $393,000
Q3 2022

Nov 14, 2022
BUY
N/A
33 Added 0.6%
5,549 $364,000
Q2 2022

Aug 12, 2022
BUY
N/A
1 Added 0.02%
5,516 $387,000
Q1 2022

May 10, 2022
SELL
N/A
-3,331 Reduced 37.66%
5,515 $411,000
Q4 2021

Feb 16, 2022
BUY
N/A
367 Added 4.33%
8,846 $633,000
Q3 2021

Nov 12, 2021
SELL
N/A
-4,005 Reduced 32.08%
8,479 $542,000
Q2 2021

Aug 16, 2021
SELL
N/A
-137 Reduced 1.09%
12,484 $789,000
Q1 2021

May 17, 2021
SELL
N/A
-140 Reduced 1.1%
12,621 $808,000
Q4 2020

May 17, 2021
BUY
N/A
12,761 New
12,761 $800,000

Others Institutions Holding XLU

# of Institutions
1,249
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

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