A detailed history of First Heartland Consultants, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 2,649 shares of XLE stock, worth $251,972. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,649
Previous 3,154 16.01%
Holding current value
$251,972
Previous $288,000 19.1%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 05, 2024

SELL
$84.35 - $93.39 $42,596 - $47,161
-505 Reduced 16.01%
2,649 $233,000
Q2 2024

Jul 25, 2024

SELL
$88.04 - $98.08 $65,765 - $73,265
-747 Reduced 19.15%
3,154 $288,000
Q1 2024

May 07, 2024

SELL
$79.91 - $94.41 $1,837 - $2,171
-23 Reduced 0.59%
3,901 $368,000
Q4 2023

Feb 08, 2024

SELL
$81.2 - $91.96 $14,128 - $16,001
-174 Reduced 4.25%
3,924 $329,000
Q3 2023

Nov 09, 2023

SELL
$79.09 - $93.36 $32,743 - $38,651
-414 Reduced 9.18%
4,098 $370,000
Q2 2023

Jul 26, 2023

SELL
$76.59 - $87.23 $24,279 - $27,651
-317 Reduced 6.56%
4,512 $366,000
Q1 2023

Apr 17, 2023

BUY
$76.97 - $93.11 $8,081 - $9,776
105 Added 2.22%
4,829 $399,000
Q4 2022

Jan 13, 2023

BUY
$76.09 - $94.08 $24,577 - $30,387
323 Added 7.34%
4,724 $0
Q3 2022

Oct 20, 2022

SELL
$67.49 - $84.09 $19,032 - $23,713
-282 Reduced 6.02%
4,401 $316,000
Q2 2022

Jul 12, 2022

SELL
$70.66 - $92.28 $490,239 - $640,238
-6,938 Reduced 59.7%
4,683 $334,000
Q1 2022

Apr 21, 2022

BUY
$57.22 - $78.75 $664,953 - $915,153
11,621 New
11,621 $888,000
Q4 2017

Feb 26, 2018

SELL
N/A
-3,768 Closed
0 $0
Q3 2017

Nov 15, 2017

BUY
N/A
3,768
3,768 $258,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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