A detailed history of Boston Family Office LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Boston Family Office LLC holds 8,662 shares of XLE stock, worth $759,137. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,662
Previous 2,383 263.49%
Holding current value
$759,137
Previous $217,000 250.69%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$84.35 - $93.39 $529,633 - $586,395
6,279 Added 263.49%
8,662 $761,000
Q1 2024

May 13, 2024

BUY
$79.91 - $94.41 $190,425 - $224,979
2,383 New
2,383 $225,000
Q3 2023

Nov 13, 2023

SELL
$79.09 - $93.36 $64,774 - $76,461
-819 Reduced 25.58%
2,383 $215,000
Q2 2023

Aug 14, 2023

BUY
$76.59 - $87.23 $17,845 - $20,324
233 Added 7.85%
3,202 $260,000
Q1 2022

May 11, 2022

BUY
$57.22 - $78.75 $169,886 - $233,808
2,969 New
2,969 $227,000
Q4 2018

Feb 12, 2019

SELL
N/A
-2,900 Closed
0 $0
Q3 2018

Nov 01, 2018

SELL
N/A
-120 Reduced 3.97%
2,900 $220,000
Q1 2018

Apr 30, 2018

SELL
N/A
-305 Reduced 9.17%
3,020 $204,000
Q4 2017

Feb 06, 2018

BUY
N/A
3,325
3,325 $240,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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