Beaumont Financial Advisors, LLC Energy Sector Spdr Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 6,055 shares of XLE stock, worth $512,495. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,055

Previous 7,190 15.79%

Holding current value

$512,495

Previous $655,000 18.93%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$84.35 - $93.39 $95,737 - $105,997	-1,135 Reduced 15.79%	6,055 $531,000
Q2 2024 Jul 24, 2024	SELL	$88.04 - $98.08 $19,368 - $21,577	-220 Reduced 2.97%	7,190 $655,000
Q1 2024 May 10, 2024	SELL	$79.91 - $94.41 $166,132 - $196,278	-2,079 Reduced 21.91%	7,410 $699,000
Q4 2023 Jan 31, 2024	BUY	$81.2 - $91.96 $249,771 - $282,868	3,076 Added 47.97%	9,489 $795,000
Q3 2023 Nov 01, 2023	BUY	$79.09 - $93.36 $13,919 - $16,431	176 Added 2.82%	6,413 $579,000
Q2 2023 Aug 02, 2023	SELL	$76.59 - $87.23 $26,040 - $29,658	-340 Reduced 5.17%	6,237 $506,000
Q1 2023 May 08, 2023	BUY	$76.97 - $93.11 $26,785 - $32,402	348 Added 5.59%	6,577 $544,000
Q4 2022 Jan 25, 2023	BUY	$76.09 - $94.08 $473,964 - $586,024	6,229 New	6,229 $0

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Energy Sector Spdr Transaction History