Baltimore Washington Financial Advisors, Inc. Energy Sector Spdr Transaction History

Baltimore Washington Financial Advisors, Inc.

  • $1.85 Billion
  • Q4 2024

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 4,107 shares of XLE stock, worth $334,720. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,107
Previous 3,992 2.88%
Holding current value
$334,720
Previous $350,000 0.29%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$83.32 - $97.27 $9,581 - $11,186
115 Added 2.88%
4,107 $351,000
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

# of Institutions
2,188
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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