Valtinson Bruner Financial Planning LLC Energy Sector Spdr Transaction History

Valtinson Bruner Financial Planning LLC

  • $186 Million
  • Q2 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 2,692 shares of XLE stock, worth $236,465. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,692
Previous 2,674 0.67%
Holding current value
$236,465
Previous $252,000 2.78%
% of portfolio
0.13%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$88.04 - $98.08 $1,584 - $1,765
18 Added 0.67%
2,692 $245,000
Q1 2024

Apr 29, 2024
BUY
$79.91 - $94.41 $1,358 - $1,604
17 Added 0.64%
2,674 $252,000
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $1,705 - $1,931
21 Added 0.8%
2,657 $222,000
Q3 2023

Oct 24, 2023
BUY
$79.09 - $93.36 $5,061 - $5,975
64 Added 2.49%
2,636 $238,000
Q2 2023

Jul 24, 2023
BUY
$76.59 - $87.23 $1,531 - $1,744
20 Added 0.78%
2,572 $208,000
Q1 2023

May 05, 2023
BUY
$76.97 - $93.11 $1,616 - $1,955
21 Added 0.83%
2,552 $211,000
Q4 2022

Jan 19, 2023
SELL
$76.09 - $94.08 $29,599 - $36,597
-389 Reduced 13.32%
2,531 $0
Q3 2022

Nov 09, 2022
SELL
$67.49 - $84.09 $23,216 - $28,926
-344 Reduced 10.54%
2,920 $210,000
Q2 2022

Aug 08, 2022
BUY
$70.66 - $92.28 $1,766 - $2,307
25 Added 0.77%
3,264 $233,000
Q1 2022

Apr 15, 2022
BUY
$57.22 - $78.75 $185,335 - $255,071
3,239 New
3,239 $259,000

Others Institutions Holding XLE

# of Institutions
2,047
Shares Held
238M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

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