Planning Directions Inc Utilities Sector Spdr Transaction History

Planning Directions Inc

  • $164 Million
  • Q3 2024

A detailed history of Planning Directions Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Planning Directions Inc holds 6,698 shares of XLU stock, worth $509,583. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,698
Previous 7,653 12.48%
Holding current value
$509,583
Previous $521,000 3.84%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Nov 07, 2024
SELL
$67.67 - $80.78 $64,624 - $77,144
-955 Reduced 12.48%
6,698 $541,000
Q2 2024

Aug 09, 2024
SELL
$62.77 - $72.87 $85,367 - $99,103
-1,360 Reduced 15.09%
7,653 $521,000
Q1 2024

May 08, 2024
SELL
$59.95 - $65.65 $1.12 Million - $1.22 Million
-18,639 Reduced 67.41%
9,013 $591,000
Q4 2023

Jan 31, 2024
BUY
$56.19 - $65.96 $128,956 - $151,378
2,295 Added 9.05%
27,652 $1.75 Million
Q3 2023

Oct 27, 2023
BUY
$58.83 - $68.46 $215,200 - $250,426
3,658 Added 16.86%
25,357 $1.49 Million
Q2 2023

Jul 19, 2023
BUY
$64.34 - $69.97 $282,581 - $307,308
4,392 Added 25.38%
21,699 $1.42 Million
Q1 2023

May 11, 2023
BUY
$63.7 - $72.08 $163,072 - $184,524
2,560 Added 17.36%
17,307 $1.17 Million
Q4 2022

Feb 08, 2023
BUY
$61.52 - $72.67 $247,248 - $292,060
4,019 Added 37.46%
14,747 $1.04 Million
Q3 2022

Nov 08, 2022
BUY
$65.51 - $78.12 $468,396 - $558,558
7,150 Added 199.83%
10,728 $703,000
Q2 2022

Aug 03, 2022
BUY
$64.87 - $76.96 $232,104 - $275,362
3,578 New
3,578 $251,000

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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