Briaud Financial Planning, Inc Energy Sector Spdr Transaction History

Briaud Financial Planning, Inc

  • $176 Million
  • Q1 2024

A detailed history of Briaud Financial Planning, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 3,018 shares of XLE stock, worth $272,646. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,018
Holding current value
$272,646
% of portfolio
0.16%

Shares

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

May 03, 2024
BUY
$79.91 - $94.41 $241,168 - $284,929
3,018 New
3,018 $285,000
Q3 2021

Oct 20, 2021
SELL
N/A
-413,448 Closed
0 $0
Q2 2021

Jul 28, 2021
SELL
N/A
-7,553 Reduced 1.79%
413,448 $22.3 Million
Q1 2021

May 05, 2021
BUY
N/A
420,963 Added 1107797.38%
421,001 $20.7 Million
Q4 2020

Jan 27, 2021
SELL
N/A
-7,860 Reduced 99.52%
38 $12.4 Million
Q3 2020

Oct 30, 2020
SELL
N/A
-6,988 Closed
0 $0
Q1 2020

Apr 22, 2020
BUY
N/A
5,732 Added 456.37%
6,988 $203,000
Q4 2019

Jan 30, 2020
BUY
N/A
1,256 New
1,256 $75,000

Others Institutions Holding XLE

# of Institutions
2,032
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

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