Vital Stone Financial, LLC Energy Sector Spdr Transaction History

Vital Stone Financial, LLC

$134 Million
Q2 2024

A detailed history of Vital Stone Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Vital Stone Financial, LLC holds 10,173 shares of XLE stock, worth $948,123. This represents 0.69% of its overall portfolio holdings.

Number of Shares

10,173

Previous 3,417 197.72%

Holding current value

$948,123

Previous $323,000 187.0%

% of portfolio

0.69%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$88.04 - $98.08 $594,798 - $662,628	6,756 Added 197.72%	10,173 $927,000
Q1 2024 May 06, 2024	BUY	$79.91 - $94.41 $255,392 - $301,734	3,196 Added 1446.15%	3,417 $323,000
Q4 2023 Feb 14, 2024	SELL	$81.2 - $91.96 $272,994 - $309,169	-3,362 Reduced 93.83%	221 $19,000
Q3 2023 Nov 15, 2023	SELL	$79.09 - $93.36 $2.17 Million - $2.56 Million	-27,402 Reduced 88.44%	3,583 $299,000
Q2 2023 Aug 21, 2023	BUY	$76.59 - $87.23 $2.35 Million - $2.67 Million	30,664 Added 9552.65%	30,985 $2.55 Million
Q1 2023 May 12, 2023	SELL	$76.97 - $93.11 $1.66 Million - $2.01 Million	-21,590 Reduced 98.53%	321 $18,000
Q4 2022 Jan 30, 2023	BUY	$76.09 - $94.08 $1.67 Million - $2.06 Million	21,911 New	21,911 $1.91 Billion

Others Institutions Holding XLE

# of Institutions

2,060

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.6M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Vital Stone Financial, LLC Energy Sector Spdr Transaction History