A detailed history of Patriot Investment Management Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Patriot Investment Management Inc. holds 15,663 shares of XLU stock, worth $1.2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,663
Previous 15,663 -0.0%
Holding current value
$1.2 Million
Previous $1.07 Million 18.56%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jul 15, 2024

SELL
$62.77 - $72.87 $101,687 - $118,049
-1,620 Reduced 9.37%
15,663 $1.07 Million
Q1 2024

Apr 16, 2024

SELL
$59.95 - $65.65 $663,946 - $727,073
-11,075 Reduced 39.05%
17,283 $1.13 Million
Q4 2023

Jan 17, 2024

BUY
$56.19 - $65.96 $1.59 Million - $1.87 Million
28,358 New
28,358 $1.8 Million
Q2 2023

Jul 13, 2023

SELL
$64.34 - $69.97 $50,828 - $55,276
-790 Reduced 15.95%
4,162 $272,000
Q1 2023

Apr 19, 2023

SELL
$63.7 - $72.08 $12,485 - $14,127
-196 Reduced 3.81%
4,952 $335,000
Q3 2022

Nov 02, 2022

BUY
$65.51 - $78.12 $84,180 - $100,384
1,285 Added 33.26%
5,148 $337,000
Q2 2022

Jul 26, 2022

BUY
$64.87 - $76.96 $250,592 - $297,296
3,863 New
3,863 $270,000
Q3 2020

Oct 23, 2020

SELL
$56.7 - $61.49 $37,535 - $40,706
-662 Closed
0 $0
Q2 2020

Aug 11, 2020

BUY
$51.79 - $62.83 $34,284 - $41,593
662 New
662 $0

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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