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 $1.24 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

14,689

Previous 22,635 35.1%

Holding current value

$1.24 Million

Previous $2.06 Million 37.52%

% of portfolio

0.18%

Previous 0.32%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Personal Cfo Solutions, LLC Energy Sector Spdr Transaction History