Client First Capital LLC Energy Sector Spdr Transaction History

Client First Capital LLC

  • $181 Million
  • Q3 2024

A detailed history of Client First Capital LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Client First Capital LLC holds 27,281 shares of XLE stock, worth $2.36 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
27,281
Previous 22,903 19.12%
Holding current value
$2.36 Million
Previous $2.09 Million 14.76%
% of portfolio
1.33%
Previous 1.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$84.35 - $93.39 $369,284 - $408,861
4,378 Added 19.12%
27,281 $2.4 Million
Q2 2024

Jul 16, 2024
BUY
$88.04 - $98.08 $2.02 Million - $2.25 Million
22,903 New
22,903 $2.09 Million
Q2 2022

Jul 29, 2022
SELL
$70.66 - $92.28 $407,284 - $531,901
-5,764 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$57.22 - $78.75 $5.13 Million - $7.06 Million
-89,621 Reduced 93.96%
5,764 $441,000
Q4 2021

May 04, 2022
BUY
$53.01 - $59.14 $5.06 Million - $5.64 Million
95,385 New
95,385 $5.29 Million

Others Institutions Holding XLE

# of Institutions
2,027
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
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