W.H. Cornerstone Investments Inc. Energy Sector Spdr Transaction History

W.H. Cornerstone Investments Inc.

  • $147 Million
  • Q4 2024

A detailed history of W.H. Cornerstone Investments Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 8,271 shares of XLE stock, worth $744,968. This represents 0.48% of its overall portfolio holdings.

Number of Shares
8,271
Previous 8,317 0.55%
Holding current value
$744,968
Previous $730,000 3.01%
% of portfolio
0.48%
Previous 0.49%

Shares

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

Jan 30, 2025
SELL
$83.32 - $97.27 $3,832 - $4,474
-46 Reduced 0.55%
8,271 $708,000
Q3 2024

Oct 30, 2024
SELL
$84.35 - $93.39 $200,499 - $221,988
-2,377 Reduced 22.23%
8,317 $730,000
Q2 2024

Jul 17, 2024
SELL
$88.04 - $98.08 $120,702 - $134,467
-1,371 Reduced 11.36%
10,694 $975,000
Q1 2024

May 06, 2024
SELL
$79.91 - $94.41 $4,235 - $5,003
-53 Reduced 0.44%
12,065 $1.14 Million
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $649 - $735
8 Added 0.07%
12,118 $1.02 Million
Q3 2023

Oct 24, 2023
BUY
$79.09 - $93.36 $3,954 - $4,668
50 Added 0.41%
12,110 $1.1 Million
Q2 2023

Jul 12, 2023
BUY
$76.59 - $87.23 $15,854 - $18,056
207 Added 1.75%
12,060 $979,000
Q1 2023

Apr 17, 2023
SELL
$76.97 - $93.11 $77,354 - $93,575
-1,005 Reduced 7.82%
11,853 $982,000
Q4 2022

Feb 01, 2023
SELL
$76.09 - $94.08 $175,843 - $217,418
-2,311 Reduced 15.24%
12,858 $1.12 Million
Q3 2022

Nov 09, 2022
BUY
$67.49 - $84.09 $1.02 Million - $1.28 Million
15,169 New
15,169 $1.21 Million

Others Institutions Holding XLE

# of Institutions
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track W.H. Cornerstone Investments Inc. Portfolio

Follow W.H. Cornerstone Investments 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 W.H. Cornerstone Investments Inc., based on Form 13F filings with the SEC.

News

Stay updated on W.H. Cornerstone Investments Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email