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 $131,209. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,533
Previous 1,693 9.45%
Holding current value
$131,209
Previous $160,000 12.5%
% of portfolio
0.05%
Previous 0.06%

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

About ENERGY SECTOR SPDR


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