Everett Harris & CO Energy Sector Spdr Transaction History

Everett Harris & CO

$7.85 Billion
Q4 2024

A detailed history of Everett Harris & CO transactions in Energy Sector Spdr stock. As of the latest transaction made, Everett Harris & CO holds 7,180 shares of XLE stock, worth $627,747. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,180

Previous 6,495 10.55%

Holding current value

$627,747

Previous $570,000 7.89%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$83.32 - $97.27 $57,074 - $66,629	685 Added 10.55%	7,180 $615,000
Q1 2024 Apr 19, 2024	BUY	$79.91 - $94.41 $5,993 - $7,080	75 Added 1.17%	6,495 $613,000
Q1 2023 Apr 24, 2023	SELL	$76.97 - $93.11 $76,970 - $93,110	-1,000 Reduced 13.48%	6,420 $531,000
Q4 2022 Jan 20, 2023	BUY	$76.09 - $94.08 $15,218 - $18,816	200 Added 2.77%	7,420 $0
Q3 2022 Oct 21, 2022	SELL	$67.49 - $84.09 $5,264 - $6,559	-78 Reduced 1.07%	7,220 $520,000
Q2 2022 Jul 22, 2022	SELL	$70.66 - $92.28 $317,970 - $415,260	-4,500 Reduced 38.14%	7,298 $522,000
Q1 2022 Apr 22, 2022	BUY	$57.22 - $78.75 $150,374 - $206,955	2,628 Added 28.66%	11,798 $902,000
Q4 2021 Feb 02, 2022	BUY	$53.01 - $59.14 $21,204 - $23,656	400 Added 4.56%	9,170 $509,000
Q3 2021 Nov 03, 2021	BUY	$45.79 - $54.81 $401,578 - $480,683	8,770 New	8,770 $457,000

Others Institutions Holding XLE

# of Institutions

2,174

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Everett Harris & CO Energy Sector Spdr Transaction History