Newman Dignan & Sheerar, Inc. Energy Sector Spdr Transaction History

Newman Dignan & Sheerar, Inc.

$386 Million
Q4 2024

A detailed history of Newman Dignan & Sheerar, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 3,350 shares of XLE stock, worth $304,850. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,350

Previous 3,350 -0.0%

Holding current value

$304,850

Previous $294,000 2.72%

% of portfolio

0.07%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $23,618 - $26,149	-280 Reduced 7.71%	3,350 $294,000
Q2 2024 Jul 15, 2024	BUY	$88.04 - $98.08 $6,603 - $7,356	75 Added 2.11%	3,630 $330,000
Q1 2024 Apr 26, 2024	SELL	$79.91 - $94.41 $3,436 - $4,059	-43 Reduced 1.2%	3,555 $335,000
Q4 2023 Feb 08, 2024	SELL	$81.2 - $91.96 $20,462 - $23,173	-252 Reduced 6.55%	3,598 $301,000
Q2 2023 Aug 02, 2023	BUY	$76.59 - $87.23 $7,659 - $8,723	100 Added 2.67%	3,850 $312,000
Q1 2023 Apr 28, 2023	SELL	$76.97 - $93.11 $4,695 - $5,679	-61 Reduced 1.6%	3,750 $310,000
Q4 2022 Jan 20, 2023	SELL	$76.09 - $94.08 $12,630 - $15,617	-166 Reduced 4.17%	3,811 $0
Q3 2022 Oct 18, 2022	BUY	$67.49 - $84.09 $12,688 - $15,808	188 Added 4.96%	3,977 $286,000
Q2 2022 Aug 03, 2022	BUY	$70.66 - $92.28 $267,730 - $349,648	3,789 New	3,789 $271,000

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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Newman Dignan & Sheerar, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newman Dignan & Sheerar, Inc. with notifications on news.

Account

Newman Dignan & Sheerar, Inc. Energy Sector Spdr Transaction History