Clear Perspectives Financial Planning, LLC Energy Sector Spdr Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,420 shares of XLE stock, worth $133,423. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,420
Previous 8,945 84.13%
Holding current value
$133,423
Previous $782,000 85.04%
% of portfolio
0.07%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$76.97 - $93.11 $579,199 - $700,652
-7,525 Reduced 84.13%
1,420 $117,000
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $106,526 - $131,712
1,400 Added 18.56%
8,945 $782,000
Q3 2022

Nov 09, 2022
BUY
$67.49 - $84.09 $321,927 - $401,109
4,770 Added 171.89%
7,545 $543,000
Q2 2022

Aug 11, 2022
BUY
$70.66 - $92.28 $196,081 - $256,077
2,775 New
2,775 $198,000
Q3 2021

Nov 05, 2021
SELL
$45.79 - $54.81 $32,053 - $38,367
-700 Closed
0 $0
Q2 2021

Aug 05, 2021
BUY
$47.07 - $56.19 $32,949 - $39,333
700 New
700 $38,000

Others Institutions Holding XLE

# of Institutions
2,038
Shares Held
235M
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
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