A detailed history of Richard W. Paul & Associates, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 180 shares of XLE stock, worth $17,508. This represents 0.01% of its overall portfolio holdings.

Number of Shares
180
Previous 180 -0.0%
Holding current value
$17,508
Previous $16.4 Million 3.68%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023

SELL
$79.09 - $93.36 $45,239 - $53,401
-572 Reduced 76.06%
180 $16.3 Million
Q2 2023

Jul 25, 2023

BUY
$76.59 - $87.23 $7,582 - $8,635
99 Added 15.16%
752 $61 Million
Q1 2023

Apr 24, 2023

BUY
$76.97 - $93.11 $538 - $651
7 Added 1.08%
653 $54.1 Million
Q4 2022

Feb 07, 2023

BUY
$76.09 - $94.08 $49,154 - $60,775
646 New
646 $56.5 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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