Financial Perspectives, Inc Utilities Sector Spdr Transaction History

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Financial Perspectives, Inc holds 71 shares of XLU stock, worth $5,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71
Previous 71 -0.0%
Holding current value
$5,624
Previous $5.74 Million 6.29%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
SELL
$56.19 - $65.96 $1,517 - $1,780
-27 Reduced 27.55%
71 $4.5 Million
Q3 2023

Jan 09, 2024
BUY
$58.83 - $68.46 $1,588 - $1,848
27 Added 38.03%
98 $5.78 Million
Q2 2021

Jan 09, 2024
SELL
$63.23 - $67.72 $283,017 - $303,114
-4,476 Reduced 98.44%
71 $4.49 Million
Q1 2021

Jan 09, 2024
BUY
$58.36 - $64.15 $261,219 - $287,135
4,476 Added 6304.23%
4,547 $71,000
Q4 2019

Jan 09, 2024
BUY
$61.37 - $64.82 $4,357 - $4,602
71 New
71 $4.59 Million

Others Institutions Holding XLU

# of Institutions
1,544
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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