A detailed history of Intrepid Financial Planning Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 44,562 shares of XLE stock, worth $3.92 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
44,562
Previous 44,107 1.03%
Holding current value
$3.92 Million
Previous $4.16 Million 2.47%
% of portfolio
1.75%
Previous 1.81%

Shares

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

Aug 12, 2024

BUY
$88.04 - $98.08 $40,058 - $44,626
455 Added 1.03%
44,562 $4.06 Million
Q1 2024

May 13, 2024

SELL
$79.91 - $94.41 $243,325 - $287,478
-3,045 Reduced 6.46%
44,107 $4.16 Million
Q4 2023

Feb 13, 2024

SELL
$81.2 - $91.96 $148,839 - $168,562
-1,833 Reduced 3.74%
47,152 $3.95 Million
Q3 2023

Nov 03, 2023

SELL
$79.09 - $93.36 $238,219 - $281,200
-3,012 Reduced 5.79%
48,985 $4.43 Million
Q2 2023

Aug 09, 2023

SELL
$76.59 - $87.23 $224,102 - $255,234
-2,926 Reduced 5.33%
51,997 $4.22 Million
Q1 2023

May 02, 2023

BUY
$76.97 - $93.11 $22,552 - $27,281
293 Added 0.54%
54,923 $4.55 Million
Q4 2022

Feb 02, 2023

BUY
$76.09 - $94.08 $126,385 - $156,266
1,661 Added 3.14%
54,630 $4.78 Million
Q3 2022

Nov 07, 2022

BUY
$67.49 - $84.09 $13,565 - $16,902
201 Added 0.38%
52,969 $3.82 Million
Q2 2022

Aug 15, 2022

BUY
$70.66 - $92.28 $3.73 Million - $4.87 Million
52,768 New
52,768 $3.77 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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