A detailed history of Annapolis Financial Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 520 shares of XLE stock, worth $43,768. This represents 0.01% of its overall portfolio holdings.

Number of Shares
520
Previous 520 -0.0%
Holding current value
$43,768
Previous $47,000 4.26%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023

BUY
$76.59 - $87.23 $39,826 - $45,359
520 New
520 $42,000
Q2 2022

Jul 22, 2022

SELL
$70.66 - $92.28 $5,299 - $6,921
-75 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$57.22 - $78.75 $4,291 - $5,906
75 New
75 $6,000
Q1 2021

May 06, 2021

SELL
$37.96 - $53.57 $11,957 - $16,874
-315 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$27.71 - $41.6 $8,728 - $13,104
315 New
315 $12,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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