Centerpoint Advisors, LLC Energy Sector Spdr Transaction History

Centerpoint Advisors, LLC

  • $288 Million
  • Q3 2024

A detailed history of Centerpoint Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 1,533 shares of XLE stock, worth $145,818. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,533
Previous 1,533 -0.0%
Holding current value
$145,818
Previous $140,000 3.57%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 30, 2024
SELL
$88.04 - $98.08 $14,086 - $15,692
-160 Reduced 9.45%
1,533 $140,000
Q1 2024

May 02, 2024
BUY
$79.91 - $94.41 $79,350 - $93,749
993 Added 141.86%
1,693 $160,000
Q4 2023

Jan 16, 2024
BUY
$81.2 - $91.96 $34,510 - $39,083
425 Added 154.55%
700 $59,000
Q1 2023

May 03, 2023
SELL
$76.97 - $93.11 $10,621 - $12,849
-138 Reduced 33.41%
275 $23,000
Q4 2022

Jan 24, 2023
BUY
$76.09 - $94.08 $30,740 - $38,008
404 Added 4488.89%
413 $36,000
Q3 2021

Oct 25, 2021
BUY
$45.79 - $54.81 $412 - $493
9 New
9 $0

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Centerpoint Advisors, LLC Portfolio

Follow Centerpoint Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centerpoint Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email