A detailed history of Financial Management Professionals, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial Management Professionals, Inc. holds 879 shares of XLE stock, worth $76,560. This represents 0.01% of its overall portfolio holdings.

Number of Shares
879
Previous 684 28.51%
Holding current value
$76,560
Previous $65,000 23.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 12, 2024

BUY
$88.04 - $98.08 $17,167 - $19,125
195 Added 28.51%
879 $80,000
Q1 2024

Apr 16, 2024

BUY
$79.91 - $94.41 $23,093 - $27,284
289 Added 73.16%
684 $65,000
Q4 2023

Jan 12, 2024

BUY
$81.2 - $91.96 $21,599 - $24,461
266 Added 206.2%
395 $33,000
Q3 2023

Oct 13, 2023

BUY
$79.09 - $93.36 $5,536 - $6,535
70 Added 118.64%
129 $12,000
Q2 2023

Jul 10, 2023

SELL
$76.59 - $87.23 $612 - $697
-8 Reduced 11.94%
59 $5,000
Q1 2023

Apr 13, 2023

BUY
$76.97 - $93.11 $76 - $93
1 Added 1.52%
67 $6,000
Q4 2022

Jan 11, 2023

BUY
$82.68 - $94.08 $82 - $94
1 Added 1.54%
66 $6,000
Q3 2022

Oct 27, 2022

SELL
N/A
-100 Reduced 60.61%
65 $5,000
Q2 2022

Jul 12, 2022

BUY
N/A
2 Added 1.23%
165 $12,000
Q1 2022

Apr 27, 2022

BUY
N/A
1 Added 0.62%
163 $12,000
Q4 2021

Jan 28, 2022

BUY
N/A
10 Added 6.58%
162 $9,000
Q3 2021

Nov 02, 2021

BUY
N/A
52 Added 52.0%
152 $8,000
Q2 2021

Aug 05, 2021

BUY
N/A
100 New
100 $5,000
Q1 2021

Apr 26, 2021

SELL
N/A
-6,562 Closed
0 $0
Q4 2020

Feb 03, 2021

BUY
N/A
6,562 New
6,562 $249,000
Q1 2020

Apr 24, 2020

SELL
N/A
-55 Closed
0 $0
Q4 2019

Jan 21, 2020

BUY
N/A
55 New
55 $3,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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