A detailed history of Coordinated Financial Services, Inc./Co transactions in Energy Sector Spdr stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 4,921 shares of XLE stock, worth $414,200. This represents 0.38% of its overall portfolio holdings.

Number of Shares
4,921
Previous 5,698 13.64%
Holding current value
$414,200
Previous $538 Million 16.61%
% of portfolio
0.38%
Previous 0.47%

Shares

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

Jul 22, 2024

SELL
$88.04 - $98.08 $68,407 - $76,208
-777 Reduced 13.64%
4,921 $449 Million
Q1 2024

May 10, 2024

BUY
$79.91 - $94.41 $455,327 - $537,948
5,698 New
5,698 $538 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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