Bdo Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 327 shares of XLU stock, worth $25,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares
327
Previous 320 2.19%
Holding current value
$25,008
Previous $21,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023
BUY
$64.34 - $69.97 $450 - $489
7 Added 2.19%
327 $21,000
Q4 2022

Jan 27, 2023
SELL
$61.52 - $72.67 $22,454 - $26,524
-365 Reduced 53.28%
320 $0
Q4 2021

Feb 11, 2022
SELL
$63.88 - $71.58 $50,976 - $57,120
-798 Reduced 53.81%
685 $49,000
Q3 2021

Nov 09, 2021
BUY
$63.56 - $70.07 $20,339 - $22,422
320 Added 27.52%
1,483 $95,000
Q1 2021

May 14, 2021
BUY
$58.36 - $64.15 $46,571 - $51,191
798 Added 218.63%
1,163 $74,000
Q4 2020

Feb 12, 2021
SELL
$59.98 - $66.76 $2,219 - $2,470
-37 Reduced 9.2%
365 $23,000
Q3 2020

Nov 12, 2020
BUY
$56.7 - $61.49 $2,097 - $2,275
37 Added 10.14%
402 $24,000
Q2 2020

Aug 14, 2020
SELL
$51.79 - $62.83 $6,525 - $7,916
-126 Reduced 25.66%
365 $21,000
Q1 2020

May 15, 2020
BUY
$44.93 - $70.98 $5,661 - $8,943
126 Added 34.52%
491 $27,000
Q3 2019

Nov 12, 2019
BUY
$62.5 - $64.93 $22,812 - $23,699
365 New
365 $24,000
Q1 2018

May 23, 2018
SELL
N/A
-250 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
250
250 $13,000

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

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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