A detailed history of Live Oak Investment Partners transactions in Utilities Sector Spdr stock. As of the latest transaction made, Live Oak Investment Partners holds 38 shares of XLU stock, worth $2,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38
Previous 38 -0.0%
Holding current value
$2,899
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$62.77 - $72.87 $1,820 - $2,113
29 Added 322.22%
38 $2,000
Q4 2023

Feb 14, 2024

SELL
$56.19 - $65.96 $56,527 - $66,355
-1,006 Reduced 99.11%
9 $0
Q3 2023

Oct 31, 2023

BUY
$58.83 - $68.46 $7,765 - $9,036
132 Added 14.95%
1,015 $59,000
Q2 2023

Jul 13, 2023

BUY
$64.34 - $69.97 $56,812 - $61,783
883 New
883 $57,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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