A detailed history of Harmony Asset Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Harmony Asset Management LLC holds 3,977 shares of XLE stock, worth $349,339. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,977
Previous 2,973 33.77%
Holding current value
$349,339
Previous $281 Million 29.15%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Aug 14, 2024

BUY
$88.04 - $98.08 $88,392 - $98,472
1,004 Added 33.77%
3,977 $363 Million
Q1 2024

May 14, 2024

SELL
$79.91 - $94.41 $99,248 - $117,257
-1,242 Reduced 29.47%
2,973 $281 Million
Q4 2023

Feb 08, 2024

BUY
$81.2 - $91.96 $342,258 - $387,611
4,215 New
4,215 $353 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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