A detailed history of Capital Directions Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 240 shares of XLU stock, worth $18,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares
240
Previous 0 Infinity%
Holding current value
$18,355
Previous $16,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$61.52 - $72.67 $14,764 - $17,440
240 New
240 $16,000
Q3 2022

Nov 02, 2022

SELL
$65.51 - $78.12 $15,722 - $18,748
-240 Closed
0 $16,000
Q1 2022

May 16, 2022

BUY
$65.03 - $74.54 $15,607 - $17,889
240 New
240 $18,000
Q4 2021

Feb 22, 2022

SELL
$63.88 - $71.58 $15,331 - $17,179
-240 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$63.23 - $67.72 $15,175 - $16,252
240 New
240 $15,000
Q1 2021

May 17, 2021

SELL
$58.36 - $64.15 $14,006 - $15,396
-240 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$62.5 - $64.93 $15,000 - $15,583
240 New
240 $16,000
Q2 2019

Aug 14, 2019

SELL
N/A
-240 Closed
0 $0
Q1 2019

May 14, 2019

BUY
N/A
240 New
240 $14,000
Q3 2017

Nov 14, 2017

SELL
N/A
-105 Closed
0 $0
Q2 2017

Aug 15, 2017

BUY
N/A
105
105 $5,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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