A detailed history of Fundamentun, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fundamentun, LLC holds 2,910 shares of XLE stock, worth $246,302. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,910
Previous 2,535 14.79%
Holding current value
$246,302
Previous $231,000 10.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024

BUY
$84.35 - $93.39 $31,631 - $35,021
375 Added 14.79%
2,910 $255,000
Q2 2024

Jul 24, 2024

SELL
$88.04 - $98.08 $32,486 - $36,191
-369 Reduced 12.71%
2,535 $231,000
Q1 2024

Apr 16, 2024

BUY
$79.91 - $94.41 $232,058 - $274,166
2,904 New
2,904 $274,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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