A detailed history of American Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, American Financial Advisors, LLC holds 2,759 shares of XLE stock, worth $232,225. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,759
Previous 3,387 18.54%
Holding current value
$232,225
Previous $308,000 21.43%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Oct 25, 2024

SELL
$84.35 - $93.39 $52,971 - $58,648
-628 Reduced 18.54%
2,759 $242,000
Q2 2024

Jul 24, 2024

BUY
$88.04 - $98.08 $9,684 - $10,788
110 Added 3.36%
3,387 $308,000
Q1 2024

Apr 22, 2024

SELL
$79.91 - $94.41 $10,228 - $12,084
-128 Reduced 3.76%
3,277 $309,000
Q4 2023

Jan 31, 2024

BUY
$81.2 - $91.96 $12,261 - $13,885
151 Added 4.64%
3,405 $285,000
Q3 2023

Nov 14, 2023

BUY
$79.09 - $93.36 $1,660 - $1,960
21 Added 0.65%
3,254 $294,000
Q2 2023

Jul 13, 2023

SELL
$76.59 - $87.23 $1,072 - $1,221
-14 Reduced 0.43%
3,233 $262,000
Q1 2023

Apr 18, 2023

BUY
$76.97 - $93.11 $4,233 - $5,121
55 Added 1.72%
3,247 $268,000
Q4 2022

Jan 26, 2023

BUY
$76.09 - $94.08 $11,870 - $14,676
156 Added 5.14%
3,192 $0
Q3 2022

Oct 17, 2022

BUY
$67.49 - $84.09 $204,899 - $255,297
3,036 New
3,036 $219,000
Q3 2019

Oct 31, 2019

SELL
$59.2 - $63.13 $270,425 - $288,377
-4,568 Closed
0 $0
Q2 2019

Aug 06, 2019

SELL
N/A
-901 Reduced 16.47%
4,568 $291,000
Q1 2019

Apr 23, 2019

SELL
N/A
-14,101 Reduced 72.05%
5,469 $361,000
Q4 2018

Feb 15, 2019

BUY
N/A
19,570 New
19,570 $1.12 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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