A detailed history of Cva Family Office, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cva Family Office, LLC holds 991 shares of XLE stock, worth $84,819. This represents 0.02% of its overall portfolio holdings.

Number of Shares
991
Previous 991 -0.0%
Holding current value
$84,819
Previous $93,000 3.23%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024

BUY
$81.2 - $91.96 $80,469 - $91,132
991 New
991 $83,000
Q2 2023

Jul 10, 2023

SELL
$76.59 - $87.23 $139,470 - $158,845
-1,821 Reduced 66.7%
909 $73,000
Q1 2023

Apr 26, 2023

SELL
$76.97 - $93.11 $23,091 - $27,933
-300 Reduced 9.9%
2,730 $226,000
Q2 2022

Jul 11, 2022

BUY
$70.66 - $92.28 $44,515 - $58,136
630 Added 26.25%
3,030 $217,000
Q1 2021

Apr 14, 2021

SELL
$37.96 - $53.57 $45,627 - $64,391
-1,202 Reduced 33.37%
2,400 $118,000
Q4 2020

Jan 15, 2021

BUY
$27.71 - $41.6 $33,307 - $50,003
1,202 Added 50.08%
3,602 $0
Q2 2020

Jul 31, 2020

BUY
$27.62 - $46.86 $66,288 - $112,464
2,400 New
2,400 $91,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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