A detailed history of American Institute For Advanced Investment Management, LLP transactions in Energy Sector Spdr stock. As of the latest transaction made, American Institute For Advanced Investment Management, LLP holds 6,066 shares of XLE stock, worth $590,039. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,066
Previous 6,696 9.41%
Holding current value
$590,039
Previous $610,000 12.79%
% of portfolio
0.38%
Previous 0.47%

Shares

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

Oct 22, 2024

SELL
$84.35 - $93.39 $53,140 - $58,835
-630 Reduced 9.41%
6,066 $532,000
Q2 2024

Jul 23, 2024

BUY
$88.04 - $98.08 $34,775 - $38,741
395 Added 6.27%
6,696 $610,000
Q1 2024

Apr 22, 2024

BUY
$79.91 - $94.41 $799 - $944
10 Added 0.16%
6,301 $594,000
Q3 2023

Oct 31, 2023

SELL
$79.09 - $93.36 $16,608 - $19,605
-210 Reduced 3.23%
6,291 $568,000
Q2 2023

Jul 26, 2023

SELL
$76.59 - $87.23 $4,978 - $5,669
-65 Reduced 0.99%
6,501 $527,000
Q1 2023

Apr 28, 2023

BUY
$76.97 - $93.11 $9,621 - $11,638
125 Added 1.94%
6,566 $543,000
Q4 2022

Jan 19, 2023

SELL
$76.09 - $94.08 $30,055 - $37,161
-395 Reduced 5.78%
6,441 $0
Q3 2022

Oct 25, 2022

BUY
$67.49 - $84.09 $23,621 - $29,431
350 Added 5.4%
6,836 $492,000
Q1 2022

Apr 20, 2022

BUY
$57.22 - $78.75 $28,610 - $39,375
500 Added 8.35%
6,486 $496,000
Q4 2021

Feb 10, 2022

BUY
$53.01 - $59.14 $317,317 - $354,012
5,986 New
5,986 $332,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
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More about XLE
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