Viewpoint Capital Management LLC Energy Sector Spdr Transaction History

Viewpoint Capital Management LLC

  • $177 Million
  • Q3 2024

A detailed history of Viewpoint Capital Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Viewpoint Capital Management LLC holds 3,120 shares of XLE stock, worth $274,528. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,120
Previous 3,120 -0.0%
Holding current value
$274,528
Previous $284,000 3.87%
% of portfolio
0.15%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
SELL
$76.97 - $93.11 $19,242 - $23,277
-250 Reduced 7.42%
3,120 $258,000
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $30,436 - $37,632
400 Added 13.47%
3,370 $294,000
Q3 2022

Nov 10, 2022
BUY
$67.49 - $84.09 $6,748 - $8,409
100 Added 3.48%
2,970 $207,000
Q2 2022

Aug 11, 2022
SELL
$70.66 - $92.28 $65,713 - $85,820
-930 Reduced 24.47%
2,870 $205,000
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $201,438 - $224,732
3,800 New
3,800 $211,000

Others Institutions Holding XLE

# of Institutions
2,044
Shares Held
237M
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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