Sound Income Strategies, LLC Utilities Sector Spdr Transaction History

Sound Income Strategies, LLC

$1.4 Billion
Q3 2024

A detailed history of Sound Income Strategies, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sound Income Strategies, LLC holds 241 shares of XLU stock, worth $18,431. This represents 0.0% of its overall portfolio holdings.

Number of Shares

241

Previous 172 40.12%

Holding current value

$18,431

Previous $11,000 72.73%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$67.67 - $80.78 $4,669 - $5,573	69 Added 40.12%	241 $19,000
Q2 2024 Jul 12, 2024	BUY	$62.77 - $72.87 $1,318 - $1,530	21 Added 13.91%	172 $11,000
Q1 2024 Apr 15, 2024	SELL	$59.95 - $65.65 $16,066 - $17,594	-268 Reduced 63.96%	151 $9,000
Q4 2023 Jan 10, 2024	BUY	$56.19 - $65.96 $15,058 - $17,677	268 Added 177.48%	419 $26,000
Q2 2023 Jul 10, 2023	SELL	$64.34 - $69.97 $4,825 - $5,247	-75 Reduced 33.19%	151 $9,000
Q1 2023 Apr 10, 2023	BUY	$63.7 - $72.08 $2,548 - $2,883	40 Added 21.51%	226 $15,000
Q3 2022 Oct 18, 2022	BUY	$65.51 - $78.12 $9,564 - $11,405	146 Added 365.0%	186 $12,000
Q1 2022 Apr 11, 2022	BUY	$65.03 - $74.54 $2,276 - $2,608	35 Added 700.0%	40 $3,000
Q2 2021 Jul 13, 2021	SELL	$63.23 - $67.72 $19,285 - $20,654	-305 Reduced 98.39%	5 $0
Q4 2018 Jan 11, 2019	SELL	N/A	-33 Reduced 9.62%	310 $16,000
Q3 2018 Oct 03, 2018	BUY	N/A	3 Added 0.88%	343 $18,000
Q2 2018 Aug 14, 2018	BUY	N/A	2 Added 0.59%	340 $18,000
Q1 2018 May 15, 2018	SELL	N/A	-39 Reduced 10.34%	338 $17,000
Q4 2017 Feb 14, 2018	BUY	N/A	377	377 $19,000

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Sound Income Strategies, LLC Utilities Sector Spdr Transaction History