Avantax Planning Partners, Inc. Energy Sector Spdr Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,471 shares of XLE stock, worth $240,354. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,471

Previous 3,326 25.71%

Holding current value

$240,354

Previous $303,000 28.71%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$84.35 - $93.39 $72,119 - $79,848	-855 Reduced 25.71%	2,471 $216,000
Q2 2024 Aug 09, 2024	BUY	$88.04 - $98.08 $292,821 - $326,214	3,326 New	3,326 $303,000
Q3 2023 Nov 03, 2023	BUY	$79.09 - $93.36 $200,888 - $237,134	2,540 New	2,540 $229,000
Q4 2021 Jan 28, 2022	SELL	$53.01 - $59.14 $204,088 - $227,689	-3,850 Closed	0 $0
Q3 2021 Oct 27, 2021	SELL	$45.79 - $54.81 $159,349 - $190,738	-3,480 Reduced 47.48%	3,850 $201,000
Q2 2021 Aug 10, 2021	BUY	$47.07 - $56.19 $14,591 - $17,418	310 Added 4.42%	7,330 $395,000
Q1 2021 May 06, 2021	BUY	$37.96 - $53.57 $18,980 - $26,785	500 Added 7.67%	7,020 $344,000
Q4 2020 Feb 04, 2021	SELL	$27.71 - $41.6 $15,157 - $22,755	-547 Reduced 7.74%	6,520 $247,000
Q3 2020 Oct 28, 2020	SELL	$29.95 - $38.58 $29,950 - $38,580	-1,000 Reduced 12.4%	7,067 $212,000
Q2 2020 Jul 15, 2020	BUY	$27.62 - $46.86 $222,810 - $378,019	8,067 New	8,067 $305,000
Q2 2019 Aug 07, 2019	SELL	N/A	-3,936 Closed	0 $0
Q1 2019 May 08, 2019	SELL	N/A	-2,000 Reduced 33.69%	3,936 $260,000
Q4 2018 Feb 14, 2019	SELL	N/A	-510 Reduced 7.91%	5,936 $340,000
Q3 2018 Nov 13, 2018	BUY	N/A	2,698 Added 71.99%	6,446 $488,000
Q2 2018 Aug 13, 2018	SELL	N/A	-2,581 Reduced 40.78%	3,748 $286,000
Q1 2018 May 15, 2018	BUY	N/A	1,225 Added 24.0%	6,329 $427,000
Q4 2017 Feb 09, 2018	BUY	N/A	1,049 Added 25.87%	5,104 $369,000
Q3 2017 Oct 19, 2017	BUY	N/A	4,055	4,055 $278,000

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Avantax Planning Partners, Inc. Energy Sector Spdr Transaction History