Perfromance Wealth Partners, LLC Utilities Sector Spdr Transaction History

Perfromance Wealth Partners, LLC

  • $2.71 Billion
  • Q2 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 24,238 shares of XLU stock, worth $1.86 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,238
Previous 24,820 2.34%
Holding current value
$1.86 Million
Previous $1.63 Million 1.35%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 19, 2024
SELL
$62.77 - $72.87 $36,532 - $42,410
-582 Reduced 2.34%
24,238 $1.65 Million
Q1 2024

Apr 30, 2024
SELL
$59.95 - $65.65 $429,122 - $469,922
-7,158 Reduced 22.38%
24,820 $1.63 Million
Q4 2023

Jan 22, 2024
SELL
$56.19 - $65.96 $597,693 - $701,616
-10,637 Reduced 24.96%
31,978 $2.03 Million
Q3 2023

Oct 30, 2023
SELL
$58.83 - $68.46 $76,479 - $88,997
-1,300 Reduced 2.96%
42,615 $2.51 Million
Q2 2023

Jul 13, 2023
SELL
$64.34 - $69.97 $240,245 - $261,267
-3,734 Reduced 7.84%
43,915 $2.87 Million
Q1 2023

Apr 20, 2023
SELL
$63.7 - $72.08 $56,947 - $64,439
-894 Reduced 1.84%
47,649 $3.23 Million
Q4 2022

Jan 19, 2023
BUY
$65.75 - $72.67 $278,845 - $308,193
4,241 Added 9.57%
48,543 $0
Q3 2022

Oct 17, 2022
BUY
N/A
2,070 Added 4.9%
44,302 $2.9 Million
Q2 2022

Jul 15, 2022
BUY
N/A
839 Added 2.03%
42,232 $2.96 Million
Q1 2022

Apr 21, 2022
BUY
N/A
1,299 Added 3.24%
41,393 $3.08 Million
Q4 2021

Feb 03, 2022
BUY
N/A
40,094 New
40,094 $2.87 Million

Others Institutions Holding XLU

# of Institutions
1,364
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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