D. Scott Neal, Inc. Energy Sector Spdr Transaction History

D. Scott Neal, Inc.

  • $152 Million
  • Q1 2024

A detailed history of D. Scott Neal, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, D. Scott Neal, Inc. holds 27,431 shares of XLE stock, worth $2.46 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
27,431
Previous 26,181 4.77%
Holding current value
$2.46 Million
Previous $2.2 Million 17.95%
% of portfolio
1.7%
Previous 1.97%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$79.91 - $94.41 $99,887 - $118,012
1,250 Added 4.77%
27,431 $2.59 Million
Q4 2023

Jan 17, 2024
BUY
$81.2 - $91.96 $75,516 - $85,522
930 Added 3.68%
26,181 $2.2 Million
Q3 2023

Oct 11, 2023
BUY
$79.09 - $93.36 $1.45 Million - $1.71 Million
18,279 Added 262.18%
25,251 $2.28 Million
Q2 2023

Jul 17, 2023
BUY
$76.59 - $87.23 $533,985 - $608,167
6,972 New
6,972 $565,000
Q1 2018

Apr 19, 2018
SELL
N/A
-200 Closed
0 $0
Q3 2017

Oct 18, 2017
BUY
N/A
200
200 $14,000

Others Institutions Holding XLE

# of Institutions
2,031
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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