Beaumont Financial Advisors, LLC Energy Sector Spdr Transaction History

Beaumont Financial Advisors, LLC

  • $1.1 Billion
  • Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 7,190 shares of XLE stock, worth $670,108. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,190
Previous 7,410 2.97%
Holding current value
$670,108
Previous $699,000 6.29%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 24, 2024
SELL
$88.04 - $98.08 $19,368 - $21,577
-220 Reduced 2.97%
7,190 $655,000
Q1 2024

May 10, 2024
SELL
$79.91 - $94.41 $166,132 - $196,278
-2,079 Reduced 21.91%
7,410 $699,000
Q4 2023

Jan 31, 2024
BUY
$81.2 - $91.96 $249,771 - $282,868
3,076 Added 47.97%
9,489 $795,000
Q3 2023

Nov 01, 2023
BUY
$79.09 - $93.36 $13,919 - $16,431
176 Added 2.82%
6,413 $579,000
Q2 2023

Aug 02, 2023
SELL
$76.59 - $87.23 $26,040 - $29,658
-340 Reduced 5.17%
6,237 $506,000
Q1 2023

May 08, 2023
BUY
$76.97 - $93.11 $26,785 - $32,402
348 Added 5.59%
6,577 $544,000
Q4 2022

Jan 25, 2023
BUY
$76.09 - $94.08 $473,964 - $586,024
6,229 New
6,229 $0

Others Institutions Holding XLE

# of Institutions
2,060
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

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