A detailed history of Carr Financial Group Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Carr Financial Group Corp holds 5,831 shares of XLE stock, worth $499,075. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,831
Previous 3,969 46.91%
Holding current value
$499,075
Previous $375 Million 41.83%
% of portfolio
0.17%
Previous 0.12%

Shares

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

Jul 12, 2024

BUY
$88.04 - $98.08 $163,930 - $182,624
1,862 Added 46.91%
5,831 $531 Million
Q1 2024

Apr 25, 2024

BUY
$79.91 - $94.41 $82,467 - $97,431
1,032 Added 35.14%
3,969 $375 Million
Q4 2023

Jan 26, 2024

BUY
$81.2 - $91.96 $487 - $551
6 Added 0.2%
2,937 $246 Million
Q3 2023

Nov 06, 2023

BUY
$79.09 - $93.36 $231,812 - $273,638
2,931 New
2,931 $254 Million
Q1 2023

Apr 19, 2023

SELL
$76.97 - $93.11 $135,929 - $164,432
-1,766 Reduced 36.94%
3,015 $250 Million
Q4 2022

Feb 13, 2023

BUY
$76.09 - $94.08 $363,786 - $449,796
4,781 New
4,781 $418 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
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More about XLE
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