A detailed history of Pin Oak Investment Advisors Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Pin Oak Investment Advisors Inc holds 1,939 shares of XLU stock, worth $153,665. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,939
Previous 1,939 -0.0%
Holding current value
$153,665
Previous $132,000 18.18%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Aug 14, 2024

SELL
$62.77 - $72.87 $10,608 - $12,315
-169 Reduced 8.02%
1,939 $132,000
Q1 2024

May 13, 2024

BUY
$59.95 - $65.65 $20,742 - $22,714
346 Added 19.64%
2,108 $138,000
Q4 2023

Feb 14, 2024

BUY
$56.19 - $65.96 $30,454 - $35,750
542 Added 44.43%
1,762 $112,000
Q4 2022

Feb 14, 2023

SELL
$61.52 - $72.67 $12,611 - $14,897
-205 Reduced 14.39%
1,220 $86,000
Q2 2021

Aug 16, 2021

BUY
$63.23 - $67.72 $316 - $338
5 Added 0.35%
1,425 $90,000
Q4 2019

Feb 11, 2020

SELL
$61.37 - $64.82 $24,548 - $25,927
-400 Reduced 21.98%
1,420 $92,000
Q2 2019

Aug 14, 2019

SELL
N/A
-697 Reduced 27.69%
1,820 $109,000
Q1 2019

May 14, 2019

BUY
N/A
29 Added 1.17%
2,517 $146,000
Q4 2018

Feb 26, 2019

BUY
N/A
449 Added 22.02%
2,488 $132,000
Q1 2018

May 14, 2018

BUY
N/A
1,011 Added 98.35%
2,039 $103,000
Q4 2017

Feb 20, 2018

BUY
N/A
1,028
1,028 $54,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Pin Oak Investment Advisors Inc Portfolio

Follow Pin Oak Investment Advisors Inc 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 Pin Oak Investment Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pin Oak Investment Advisors Inc with notifications on news.