Planning Directions Inc Utilities Sector Spdr Transaction History

Planning Directions Inc

$140 Million
Q1 2024

A detailed history of Planning Directions Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Planning Directions Inc holds 9,013 shares of XLU stock, worth $613,064. This represents 0.42% of its overall portfolio holdings.

Number of Shares

9,013

Previous 27,652 67.41%

Holding current value

$613,064

Previous $1.75 Million 66.25%

% of portfolio

0.42%

Previous 1.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$65.75 - $72.67 $264,249 - $292,060	4,019 Added 37.46%	14,747 $1.04 Million
Q3 2022 Nov 08, 2022	BUY	N/A	7,150 Added 199.83%	10,728 $703,000
Q2 2022 Aug 03, 2022	BUY	N/A	3,578 New	3,578 $251,000

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

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Directions Inc, based on Form 13F filings with the SEC.

News

Stay updated on Planning Directions Inc with notifications on news.

Account

Planning Directions Inc Utilities Sector Spdr Transaction History