A detailed history of Bragg Financial Advisors, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 2,284 shares of XLE stock, worth $202,727. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,284
Previous 2,284 -0.0%
Holding current value
$202,727
Previous $215,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$79.91 - $94.41 $18,778 - $22,186
-235 Reduced 9.33%
2,284 $215,000
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $8,120 - $9,196
100 Added 4.13%
2,519 $211,000
Q3 2023

Nov 14, 2023

SELL
$79.09 - $93.36 $7,988 - $9,429
-101 Reduced 4.01%
2,419 $218,000
Q2 2023

Aug 15, 2023

BUY
$76.59 - $87.23 $193,006 - $219,819
2,520 New
2,520 $204,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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