A detailed history of Bruce G. Allen Investments, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 4,594 shares of XLE stock, worth $386,676. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,594
Previous 4,580 0.31%
Holding current value
$386,676
Previous $417 Million 3.37%
% of portfolio
0.31%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$84.35 - $93.39 $1,180 - $1,307
14 Added 0.31%
4,594 $403 Million
Q2 2024

Jul 12, 2024

SELL
$88.04 - $98.08 $56,521 - $62,967
-642 Reduced 12.29%
4,580 $417 Million
Q1 2024

Apr 10, 2024

SELL
$79.91 - $94.41 $10,867 - $12,839
-136 Reduced 2.54%
5,222 $493 Million
Q4 2023

Jan 10, 2024

BUY
$81.2 - $91.96 $435,069 - $492,721
5,358 New
5,358 $449 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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