Kowal Investment Group, LLC Energy Sector Spdr Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kowal Investment Group, LLC holds 4,391 shares of XLE stock, worth $399,273. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,391
Previous 4,513 2.7%
Holding current value
$399,273
Previous $411,000 6.33%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 16, 2024
SELL
$84.35 - $93.39 $10,290 - $11,393
-122 Reduced 2.7%
4,391 $385,000
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $9,772 - $10,886
111 Added 2.52%
4,513 $411,000
Q1 2024

Apr 18, 2024
BUY
$79.91 - $94.41 $10,867 - $12,839
136 Added 3.19%
4,402 $415,000
Q4 2023

Jan 22, 2024
SELL
$81.2 - $91.96 $15,590 - $17,656
-192 Reduced 4.31%
4,266 $357,000
Q3 2023

Oct 25, 2023
SELL
$79.09 - $93.36 $1,898 - $2,240
-24 Reduced 0.54%
4,458 $402,000
Q2 2023

Jul 18, 2023
BUY
$76.59 - $87.23 $19,683 - $22,418
257 Added 6.08%
4,482 $363,000
Q1 2023

Apr 21, 2023
BUY
$76.97 - $93.11 $26,400 - $31,936
343 Added 8.84%
4,225 $349,000
Q4 2022

Jan 25, 2023
SELL
$76.09 - $94.08 $5,021 - $6,209
-66 Reduced 1.67%
3,882 $0
Q3 2022

Nov 09, 2022
SELL
$67.49 - $84.09 $337 - $420
-5 Reduced 0.13%
3,948 $284,000
Q2 2022

Aug 15, 2022
SELL
$70.66 - $92.28 $6,218 - $8,120
-88 Reduced 2.18%
3,953 $283,000
Q1 2022

Apr 15, 2022
BUY
$57.22 - $78.75 $231,226 - $318,228
4,041 New
4,041 $309,000
Q4 2021

Feb 11, 2022
SELL
$53.01 - $59.14 $50,147 - $55,946
-946 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$45.79 - $54.81 $43,317 - $51,850
946 New
946 $49,000

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC 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 Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email