Beaumont Financial Partners, LLC Energy Sector Spdr Transaction History

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 11,927 shares of XLE stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,927
Previous 4,350 174.18%
Holding current value
$1.09 Million
Previous $311,000 176.21%
% of portfolio
0.08%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
N/A
7,577 Added 174.18%
11,927 $859,000
Q2 2022

Aug 04, 2022
SELL
N/A
-2 Reduced 0.05%
4,350 $311,000
Q1 2022

May 09, 2022
SELL
N/A
-14,927 Reduced 77.43%
4,352 $333,000
Q4 2021

Feb 07, 2022
BUY
N/A
19,279 New
19,279 $1.07 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-21,145 Closed
0 $0
Q2 2021

Aug 04, 2021
SELL
N/A
-8,222 Reduced 28.0%
21,145 $0
Q1 2021

May 04, 2021
BUY
N/A
29,367 New
29,367 $1.44 Million
Q4 2019

Feb 06, 2020
SELL
N/A
-5,981 Closed
0 $0
Q3 2019

Nov 06, 2019
SELL
N/A
-205 Reduced 3.31%
5,981 $0
Q2 2019

Aug 06, 2019
SELL
N/A
-38,441 Reduced 86.14%
6,186 $394,000
Q1 2019

May 06, 2019
BUY
N/A
44,627 New
44,627 $2.95 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-53,546 Closed
0 $0
Q3 2018

Nov 02, 2018
SELL
N/A
-26,276 Reduced 32.92%
53,546 $4.06 Million
Q2 2018

Aug 06, 2018
BUY
N/A
69,403 Added 666.12%
79,822 $6.06 Million
Q1 2018

May 11, 2018
SELL
N/A
-53,362 Reduced 83.66%
10,419 $702,000
Q4 2017

Feb 05, 2018
BUY
N/A
56,368 Added 760.39%
63,781 $4.61 Million
Q3 2017

Oct 31, 2017
SELL
N/A
-484 Reduced 6.13%
7,413 $508,000
Q2 2017

Aug 11, 2017
BUY
N/A
7,897
7,897 $513,000

Others Institutions Holding XLE

# of Institutions
2,029
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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