A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 3,992 shares of XLE stock, worth $384,589. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,992
Previous 4,500 11.29%
Holding current value
$384,589
Previous $410,000 14.63%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$84.35 - $93.39 $42,849 - $47,442
-508 Reduced 11.29%
3,992 $350,000
Q2 2024

Jul 30, 2024

BUY
$88.04 - $98.08 $396,180 - $441,360
4,500 New
4,500 $410,000
Q2 2022

Aug 05, 2022

SELL
$70.66 - $92.28 $12,860 - $16,794
-182 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$57.22 - $78.75 $10,414 - $14,332
182 New
182 $256,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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