A detailed history of Consolidated Planning Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Consolidated Planning Corp holds 7,969 shares of XLE stock, worth $670,750. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,969
Previous 8,160 2.34%
Holding current value
$670,750
Previous $743,000 5.92%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 31, 2024

SELL
$84.35 - $93.39 $16,110 - $17,837
-191 Reduced 2.34%
7,969 $699,000
Q2 2024

Aug 02, 2024

SELL
$88.04 - $98.08 $4,666 - $5,198
-53 Reduced 0.65%
8,160 $743,000
Q1 2024

May 02, 2024

SELL
$79.91 - $94.41 $10,388 - $12,273
-130 Reduced 1.56%
8,213 $775,000
Q4 2023

Feb 02, 2024

SELL
$81.2 - $91.96 $30,450 - $34,485
-375 Reduced 4.3%
8,343 $699,000
Q3 2023

Nov 08, 2023

BUY
$79.09 - $93.36 $19,535 - $23,059
247 Added 2.92%
8,718 $788,000
Q2 2023

Aug 14, 2023

BUY
$76.59 - $87.23 $648,793 - $738,925
8,471 New
8,471 $687,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
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More about XLE
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