A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 5,517 shares of XLE stock, worth $484,613. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,517
Previous 5,350 3.12%
Holding current value
$484,613
Previous $505,000 0.59%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Jul 17, 2024

BUY
$88.04 - $98.08 $14,702 - $16,379
167 Added 3.12%
5,517 $502,000
Q1 2024

May 02, 2024

SELL
$79.91 - $94.41 $62,169 - $73,450
-778 Reduced 12.7%
5,350 $505,000
Q4 2023

Jan 24, 2024

SELL
$81.2 - $91.96 $17,701 - $20,047
-218 Reduced 3.44%
6,128 $513,000
Q3 2023

Nov 13, 2023

BUY
$79.09 - $93.36 $272,702 - $321,905
3,448 Added 118.98%
6,346 $573,000
Q2 2023

Jul 24, 2023

SELL
$76.59 - $87.23 $4,978 - $5,669
-65 Reduced 2.19%
2,898 $235,000
Q1 2023

Apr 19, 2023

SELL
$76.97 - $93.11 $312,267 - $377,747
-4,057 Reduced 57.79%
2,963 $245,000
Q4 2022

Jan 30, 2023

SELL
$76.09 - $94.08 $11,717 - $14,488
-154 Reduced 2.15%
7,020 $614,000
Q2 2022

Aug 09, 2022

SELL
$70.66 - $92.28 $11,093 - $14,487
-157 Reduced 2.14%
7,174 $494,000
Q1 2022

May 11, 2022

SELL
$57.22 - $78.75 $3,547 - $4,882
-62 Reduced 0.84%
7,331 $608,000
Q4 2021

Mar 10, 2022

BUY
$53.01 - $59.14 $391,902 - $437,222
7,393 New
7,393 $509,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Comprehensive Financial Consultants Institutional, Inc. Portfolio

Follow Comprehensive Financial Consultants Institutional, Inc. 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 Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.