B.O.S.S. Retirement Advisors, LLC Energy Sector Spdr Transaction History

B.O.S.S. Retirement Advisors, LLC

  • $391 Billion
  • Q2 2024

A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 3,699 shares of XLE stock, worth $326,066. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,699
Previous 3,324 11.28%
Holding current value
$326,066
Previous $279 Million 20.96%
% of portfolio
0.09%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$88.04 - $98.08 $33,015 - $36,780
375 Added 11.28%
3,699 $337 Million
Q1 2024

Apr 29, 2024
SELL
$79.91 - $94.41 $50,503 - $59,667
-632 Reduced 15.98%
3,324 $279 Million
Q4 2023

Jan 25, 2024
BUY
$81.2 - $91.96 $321,227 - $363,793
3,956 New
3,956 $332 Million
Q4 2023

Jan 19, 2024
SELL
$81.2 - $91.96 $295,811 - $335,010
-3,643 Closed
0 $332 Million
Q4 2023

Jan 08, 2024
SELL
$81.2 - $91.96 $487 - $551
-6 Reduced 0.16%
3,643 $329 Million
Q3 2023

Oct 17, 2023
SELL
$79.09 - $93.36 $28,630 - $33,796
-362 Reduced 9.03%
3,649 $330 Million
Q2 2023

Jul 10, 2023
SELL
$76.59 - $87.23 $2,221 - $2,529
-29 Reduced 0.72%
4,011 $326 Million
Q1 2023

Apr 17, 2023
SELL
$76.97 - $93.11 $102,293 - $123,743
-1,329 Reduced 24.75%
4,040 $335 Million
Q4 2022

Feb 06, 2023
BUY
$76.09 - $94.08 $408,527 - $505,115
5,369 New
5,369 $470 Million

Others Institutions Holding XLE

# of Institutions
2,063
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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