A detailed history of Redwood Financial Network Corp transactions in Utilities Sector Spdr stock. As of the latest transaction made, Redwood Financial Network Corp holds 3,888 shares of XLU stock, worth $297,354. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,888
Previous 3,585 8.45%
Holding current value
$297,354
Previous $244,000 28.69%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Nov 08, 2024

BUY
$67.67 - $80.78 $20,504 - $24,476
303 Added 8.45%
3,888 $314,000
Q2 2024

Aug 07, 2024

BUY
$62.77 - $72.87 $2,448 - $2,841
39 Added 1.1%
3,585 $244,000
Q1 2024

May 02, 2024

BUY
$59.95 - $65.65 $14,328 - $15,690
239 Added 7.23%
3,546 $232,000
Q4 2023

Feb 14, 2024

BUY
$56.19 - $65.96 $185,820 - $218,129
3,307 New
3,307 $209,000
Q2 2023

Aug 14, 2023

SELL
$64.34 - $69.97 $3,217 - $3,498
-50 Reduced 1.37%
3,594 $235,000
Q1 2023

May 10, 2023

BUY
$63.7 - $72.08 $15,670 - $17,731
246 Added 7.24%
3,644 $246,000
Q4 2022

Feb 14, 2023

BUY
$61.52 - $72.67 $2,952 - $3,488
48 Added 1.43%
3,398 $239,000
Q3 2022

Nov 04, 2022

BUY
$65.51 - $78.12 $19,849 - $23,670
303 Added 9.94%
3,350 $219,000
Q2 2022

Aug 04, 2022

BUY
$64.87 - $76.96 $10,833 - $12,852
167 Added 5.8%
3,047 $214,000
Q1 2022

May 11, 2022

BUY
$65.03 - $74.54 $187,286 - $214,675
2,880 New
2,880 $214,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Redwood Financial Network Corp Portfolio

Follow Redwood Financial Network Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Redwood Financial Network Corp, based on Form 13F filings with the SEC.

News

Stay updated on Redwood Financial Network Corp with notifications on news.