Taylor & Morgan Wealth Management, LLC Utilities Sector Spdr Transaction History

Taylor & Morgan Wealth Management, LLC

$135 Million
Q1 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 4,025 shares of XLU stock, worth $275,430. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,025

Previous 3,993 0.8%

Holding current value

$275,430

Previous $252,000 4.76%

% of portfolio

0.2%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$59.95 - $65.65 $1,918 - $2,100	32 Added 0.8%	4,025 $264,000
Q4 2023 Jan 10, 2024	BUY	$56.19 - $65.96 $2,135 - $2,506	38 Added 0.96%	3,993 $252,000
Q3 2023 Oct 05, 2023	BUY	$58.83 - $68.46 $1,882 - $2,190	32 Added 0.82%	3,955 $233,000
Q2 2023 Jul 13, 2023	BUY	$64.34 - $69.97 $2,058 - $2,239	32 Added 0.82%	3,923 $256,000
Q1 2023 Apr 06, 2023	BUY	$63.7 - $72.08 $1,847 - $2,090	29 Added 0.75%	3,891 $263,000

Q4 2022 Jan 17, 2023	SELL	$65.75 - $72.67 $363,137 - $401,356	-5,523 Reduced 58.85%	3,862 $0
Q3 2022 Oct 12, 2022	BUY	N/A	4,115 Added 78.08%	9,385 $615,000
Q2 2022 Jul 08, 2022	BUY	N/A	39 Added 0.75%	5,270 $370,000
Q1 2022 Apr 18, 2022	BUY	N/A	34 Added 0.65%	5,231 $389,000
Q4 2021 Jan 21, 2022	BUY	N/A	5,197 New	5,197 $372,000

Others Institutions Holding XLU

# of Institutions

1,250

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

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Taylor & Morgan Wealth Management, LLC Utilities Sector Spdr Transaction History