Fin Trust Capital Advisors, LLC Energy Sector Spdr Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 288 shares of XLE stock, worth $26,501. This represents 0.0% of its overall portfolio holdings.

Number of Shares
288
Previous 788 63.45%
Holding current value
$26,501
Previous $71,000 64.79%
% of portfolio
0.0%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$84.35 - $93.39 $42,175 - $46,695
-500 Reduced 63.45%
288 $25,000
Q2 2024

Jul 24, 2024
SELL
$88.04 - $98.08 $5,986 - $6,669
-68 Reduced 7.94%
788 $71,000
Q1 2024

May 02, 2024
SELL
$79.91 - $94.41 $7,032 - $8,308
-88 Reduced 9.32%
856 $80,000
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $75,678 - $85,706
-932 Reduced 49.68%
944 $79,000
Q3 2023

Oct 24, 2023
SELL
$79.09 - $93.36 $7,988 - $9,429
-101 Reduced 5.11%
1,876 $169,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $114,135 - $141,120
1,500 Added 314.47%
1,977 $172,000
Q3 2022

Oct 20, 2022
BUY
$67.49 - $84.09 $5,939 - $7,399
88 Added 22.62%
477 $39,000
Q2 2022

Jul 26, 2022
BUY
$70.66 - $92.28 $8,691 - $11,350
123 Added 46.24%
389 $28,000
Q1 2022

May 03, 2022
BUY
$57.22 - $78.75 $8,182 - $11,261
143 Added 116.26%
266 $20,000
Q3 2021

Nov 16, 2021
SELL
$45.79 - $54.81 $6,868 - $8,221
-150 Reduced 54.95%
123 $6,000
Q2 2021

Aug 16, 2021
BUY
$47.07 - $56.19 $1,976 - $2,359
42 Added 18.18%
273 $15,000
Q2 2020

Sep 11, 2020
BUY
$27.62 - $46.86 $6,380 - $10,824
231 New
231 $9,000
Q2 2020

Aug 14, 2020
SELL
$27.62 - $46.86 $24,968 - $42,361
-904 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$23.57 - $60.87 $15,862 - $40,965
673 Added 291.34%
904 $26,000
Q4 2018

Feb 11, 2019
BUY
N/A
231 New
231 $13,000

Others Institutions Holding XLE

# of Institutions
2,120
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email