Coastwise Capital Group, LLC Utilities Sector Spdr Transaction History

Coastwise Capital Group, LLC

  • $121 Million
  • Q3 2024

A detailed history of Coastwise Capital Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 3,250 shares of XLU stock, worth $248,560. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,250
Previous 3,230 0.62%
Holding current value
$248,560
Previous $220,000 19.09%
% of portfolio
0.22%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$67.67 - $80.78 $1,353 - $1,615
20 Added 0.62%
3,250 $262,000
Q2 2024

Aug 14, 2024
SELL
$62.77 - $72.87 $59,192 - $68,716
-943 Reduced 22.6%
3,230 $220,000
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $19,663 - $21,533
328 Added 8.53%
4,173 $273,000
Q4 2023

Feb 14, 2024
SELL
$56.19 - $65.96 $15,227 - $17,875
-271 Reduced 6.58%
3,845 $243,000
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $242,144 - $281,781
4,116 New
4,116 $242,000

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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