A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Energy Sector Spdr stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,155 shares of XLE stock, worth $97,759. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,155
Previous 1,377 16.12%
Holding current value
$97,759
Previous $125,000 19.2%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 04, 2024

SELL
$84.35 - $93.39 $18,725 - $20,732
-222 Reduced 16.12%
1,155 $101,000
Q2 2024

Aug 15, 2024

SELL
$88.04 - $98.08 $2.25 Million - $2.5 Million
-25,531 Reduced 94.88%
1,377 $125,000
Q1 2024

May 15, 2024

BUY
$79.91 - $94.41 $504,152 - $595,632
6,309 Added 30.63%
26,908 $2.54 Million
Q4 2023

Jan 31, 2024

SELL
$81.2 - $91.96 $924,218 - $1.05 Million
-11,382 Reduced 35.59%
20,599 $1.73 Million
Q3 2023

Nov 09, 2023

BUY
$79.09 - $93.36 $998,273 - $1.18 Million
12,622 Added 65.2%
31,981 $2.89 Million
Q2 2023

Aug 08, 2023

BUY
$76.59 - $87.23 $1.01 Million - $1.15 Million
13,133 Added 210.94%
19,359 $1.57 Million
Q1 2023

Jun 20, 2023

SELL
$76.97 - $93.11 $2.82 Million - $3.41 Million
-36,597 Reduced 85.46%
6,226 $515,000
Q4 2022

Mar 02, 2023

SELL
$76.09 - $94.08 $1.35 Million - $1.67 Million
-17,778 Reduced 29.34%
42,823 $3.75 Million
Q3 2022

Nov 15, 2022

BUY
$67.49 - $84.09 $3.74 Million - $4.65 Million
55,356 Added 1055.41%
60,601 $4.36 Million
Q2 2022

Aug 16, 2022

BUY
$70.66 - $92.28 $34,694 - $45,309
491 Added 10.33%
5,245 $375,000
Q1 2022

Jun 17, 2022

SELL
$57.22 - $78.75 $2.43 Million - $3.35 Million
-42,516 Reduced 89.94%
4,754 $372,000
Q4 2021

Mar 23, 2022

BUY
$53.01 - $59.14 $2.51 Million - $2.8 Million
47,270 New
47,270 $2.62 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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