Appleton Group, LLC Energy Sector Spdr Transaction History

Appleton Group, LLC

  • $28.6 Million
  • Q3 2023

A detailed history of Appleton Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Appleton Group, LLC holds 2,710 shares of XLE stock, worth $232,247. This represents 0.85% of its overall portfolio holdings.

Number of Shares
2,710
Holding current value
$232,247
% of portfolio
0.85%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$79.09 - $93.36 $214,333 - $253,005
2,710 New
2,710 $244,000
Q2 2022

Jul 27, 2022
SELL
$70.66 - $92.28 $305,604 - $399,111
-4,325 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$57.22 - $78.75 $247,476 - $340,593
4,325 New
4,325 $331,000
Q4 2021

Feb 09, 2022
SELL
$53.01 - $59.14 $289,063 - $322,490
-5,453 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$45.79 - $54.81 $16,072 - $19,238
351 Added 6.88%
5,453 $284,000
Q2 2021

Aug 05, 2021
SELL
$47.07 - $56.19 $115,227 - $137,553
-2,448 Reduced 32.42%
5,102 $275,000
Q4 2020

Feb 05, 2021
BUY
$27.71 - $41.6 $209,210 - $314,080
7,550 New
7,550 $286,000
Q3 2020

Nov 02, 2020
SELL
$29.95 - $38.58 $252,149 - $324,805
-8,419 Closed
0 $0
Q2 2020

Jul 29, 2020
BUY
$27.62 - $46.86 $232,532 - $394,514
8,419 New
8,419 $319,000
Q1 2020

May 06, 2020
SELL
$23.57 - $60.87 $156,669 - $404,602
-6,647 Closed
0 $0
Q4 2019

Jan 22, 2020
BUY
$55.9 - $61.99 $371,567 - $412,047
6,647 New
6,647 $399,000
Q2 2019

Aug 07, 2019
SELL
N/A
-7,525 Closed
0 $0
Q1 2019

Apr 26, 2019
BUY
N/A
7,525 New
7,525 $498,000
Q3 2018

Nov 13, 2018
SELL
N/A
-10,906 Closed
0 $0
Q2 2018

Aug 01, 2018
BUY
N/A
10,906 New
10,906 $828,000
Q1 2018

May 02, 2018
SELL
N/A
-13,255 Closed
0 $0
Q4 2017

Jan 22, 2018
BUY
N/A
13,255
13,255 $958,000

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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