Personal Cfo Solutions, LLC Energy Sector Spdr Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 14,689 shares of XLE stock, worth $1.35 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
14,689
Previous 22,635 35.1%
Holding current value
$1.35 Million
Previous $2.06 Million 37.52%
% of portfolio
0.18%
Previous 0.32%

Shares

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

Nov 14, 2024
SELL
$84.35 - $93.39 $670,245 - $742,076
-7,946 Reduced 35.1%
14,689 $1.29 Million
Q2 2024

Aug 09, 2024
SELL
$88.04 - $98.08 $89,360 - $99,551
-1,015 Reduced 4.29%
22,635 $2.06 Million
Q1 2024

May 13, 2024
BUY
$79.91 - $94.41 $662,134 - $782,281
8,286 Added 53.93%
23,650 $2.23 Million
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $2.04 Million - $2.31 Million
-25,168 Reduced 62.09%
15,364 $1.29 Million
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $1.66 Million - $1.95 Million
20,931 Added 106.79%
40,532 $3.66 Million
Q2 2023

Aug 10, 2023
SELL
$76.59 - $87.23 $1.78 Million - $2.02 Million
-23,177 Reduced 54.18%
19,601 $1.59 Million
Q1 2023

May 09, 2023
BUY
$76.97 - $93.11 $212,591 - $257,169
2,762 Added 6.9%
42,778 $3.54 Million
Q4 2022

Feb 14, 2023
SELL
$76.09 - $94.08 $319,806 - $395,418
-4,203 Reduced 9.5%
40,016 $3.5 Million
Q3 2022

Nov 01, 2022
SELL
$67.49 - $84.09 $1.02 Million - $1.27 Million
-15,150 Reduced 25.52%
44,219 $3.19 Million
Q2 2022

Aug 05, 2022
BUY
$70.66 - $92.28 $1.24 Million - $1.61 Million
17,479 Added 41.73%
59,369 $4.25 Million
Q1 2022

May 02, 2022
BUY
$57.22 - $78.75 $26,778 - $36,855
468 Added 1.13%
41,890 $3.2 Million
Q4 2021

Feb 11, 2022
BUY
$53.01 - $59.14 $978,511 - $1.09 Million
18,459 Added 80.39%
41,422 $2.3 Million
Q3 2021

Nov 18, 2021
SELL
$45.79 - $54.81 $1.02 Million - $1.23 Million
-22,353 Reduced 49.33%
22,963 $1.2 Million
Q2 2021

Jul 22, 2021
BUY
$47.07 - $56.19 $342,857 - $409,287
7,284 Added 19.15%
45,316 $2.44 Million
Q1 2021

Apr 21, 2021
BUY
$37.96 - $53.57 $1.44 Million - $2.04 Million
38,032 New
38,032 $1.87 Million

Others Institutions Holding XLE

# of Institutions
2,038
Shares Held
232M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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