Valley National Advisers Inc Energy Sector Spdr Transaction History

Valley National Advisers Inc

  • $557 Million
  • Q4 2024

A detailed history of Valley National Advisers Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Valley National Advisers Inc holds 28 shares of XLE stock, worth $2,556. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 48 41.67%
Holding current value
$2,556
Previous $4,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$83.32 - $97.27 $1,666 - $1,945
-20 Reduced 41.67%
28 $2,000
Q1 2023

Apr 26, 2023
BUY
$76.97 - $93.11 $2,155 - $2,607
28 Added 140.0%
48 $4,000
Q2 2021

Aug 02, 2021
BUY
$47.07 - $56.19 $941 - $1,123
20 New
20 $1,000
Q2 2020

Aug 10, 2020
SELL
$27.62 - $46.86 $8,783 - $14,901
-318 Closed
0 $0
Q1 2020

May 13, 2020
SELL
$23.57 - $60.87 $1,367 - $3,530
-58 Reduced 15.43%
318 $9,000
Q4 2019

Feb 13, 2020
SELL
$55.9 - $61.99 $5,310 - $5,889
-95 Reduced 20.17%
376 $23,000
Q3 2019

Nov 12, 2019
BUY
$59.2 - $63.13 $3,137 - $3,345
53 Added 12.68%
471 $28,000
Q2 2019

Aug 08, 2019
BUY
N/A
100 Added 31.45%
418 $27,000
Q1 2019

Apr 26, 2019
SELL
N/A
-725 Reduced 69.51%
318 $21,000
Q4 2018

Feb 25, 2019
BUY
N/A
769 Added 280.66%
1,043 $60,000
Q3 2018

Nov 08, 2018
BUY
N/A
269 Added 5380.0%
274 $21,000
Q1 2018

Apr 19, 2018
BUY
N/A
5 New
5 $0
Q4 2017

Feb 13, 2018
SELL
N/A
-77 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
77
77 $5,000

Others Institutions Holding XLE

# of Institutions
2,043
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
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email