Evermay Wealth Management LLC Utilities Sector Spdr Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,195 shares of XLU stock, worth $92,504. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,195
Previous 1,255 4.78%
Holding current value
$92,504
Previous $101,000 10.89%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$74.89 - $82.93 $4,493 - $4,975
-60 Reduced 4.78%
1,195 $90,000
Q2 2024

Aug 01, 2024
SELL
$62.77 - $72.87 $21,655 - $25,140
-345 Reduced 21.56%
1,255 $85,000
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $20,296 - $23,618
345 Added 27.49%
1,600 $94,000
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $637 - $720
10 Added 0.8%
1,255 $84,000
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $13,102 - $15,624
200 Added 19.14%
1,245 $82,000
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $5,189 - $6,156
80 Added 8.29%
1,045 $73,000
Q2 2021

Aug 13, 2021
BUY
$63.23 - $67.72 $61,016 - $65,349
965 New
965 $61,000

Others Institutions Holding XLU

# of Institutions
1,552
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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