Planning Directions Inc Utilities Sector Spdr Transaction History

Planning Directions Inc

$170 Million
Q4 2024

A detailed history of Planning Directions Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Planning Directions Inc holds 6,291 shares of XLU stock, worth $504,978. This represents 0.28% of its overall portfolio holdings.

Number of Shares

6,291

Previous 6,698 6.08%

Holding current value

$504,978

Previous $541,000 12.01%

% of portfolio

0.28%

Previous 0.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$74.89 - $82.93 $30,480 - $33,752	-407 Reduced 6.08%	6,291 $476,000
Q3 2024 Nov 07, 2024	SELL	$67.67 - $80.78 $64,624 - $77,144	-955 Reduced 12.48%	6,698 $541,000
Q2 2024 Aug 09, 2024	SELL	$62.77 - $72.87 $85,367 - $99,103	-1,360 Reduced 15.09%	7,653 $521,000
Q1 2024 May 08, 2024	SELL	$59.95 - $65.65 $1.12 Million - $1.22 Million	-18,639 Reduced 67.41%	9,013 $591,000
Q4 2023 Jan 31, 2024	BUY	$56.19 - $65.96 $128,956 - $151,378	2,295 Added 9.05%	27,652 $1.75 Million
Q3 2023 Oct 27, 2023	BUY	$58.83 - $68.46 $215,200 - $250,426	3,658 Added 16.86%	25,357 $1.49 Million
Q2 2023 Jul 19, 2023	BUY	$64.34 - $69.97 $282,581 - $307,308	4,392 Added 25.38%	21,699 $1.42 Million
Q1 2023 May 11, 2023	BUY	$63.7 - $72.08 $163,072 - $184,524	2,560 Added 17.36%	17,307 $1.17 Million
Q4 2022 Feb 08, 2023	BUY	$61.52 - $72.67 $247,248 - $292,060	4,019 Added 37.46%	14,747 $1.04 Million
Q3 2022 Nov 08, 2022	BUY	$65.51 - $78.12 $468,396 - $558,558	7,150 Added 199.83%	10,728 $703,000
Q2 2022 Aug 03, 2022	BUY	$64.87 - $76.96 $232,104 - $275,362	3,578 New	3,578 $251,000

Others Institutions Holding XLU

# of Institutions

1,543

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Planning Directions Inc Utilities Sector Spdr Transaction History