A detailed history of Private Ocean, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Private Ocean, LLC holds 142 shares of XLU stock, worth $10,834. This represents 0.0% of its overall portfolio holdings.

Number of Shares
142
Previous 142 -0.0%
Holding current value
$10,834
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$59.95 - $65.65 $9,052 - $9,913
-151 Reduced 51.54%
142 $9,000
Q4 2023

Jan 22, 2024

BUY
$56.19 - $65.96 $56 - $65
1 Added 0.34%
293 $18,000
Q3 2023

Oct 23, 2023

SELL
$58.83 - $68.46 $3,882 - $4,518
-66 Reduced 18.44%
292 $17,000
Q2 2023

Jul 21, 2023

BUY
$64.34 - $69.97 $128 - $139
2 Added 0.56%
358 $23,000
Q1 2023

Apr 20, 2023

BUY
$63.7 - $72.08 $13,631 - $15,425
214 Added 150.7%
356 $24,000
Q1 2021

Apr 20, 2021

BUY
$58.36 - $64.15 $8,287 - $9,109
142 New
142 $9,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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