Fortis Advisors, LLC Energy Sector Spdr Transaction History

Fortis Advisors, LLC

  • $127 Million
  • Q2 2024

A detailed history of Fortis Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fortis Advisors, LLC holds 619 shares of XLE stock, worth $56,155. This represents 0.04% of its overall portfolio holdings.

Number of Shares
619
Previous 237 161.18%
Holding current value
$56,155
Previous $22,000 154.55%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Aug 08, 2024
BUY
$88.04 - $98.08 $33,631 - $37,466
382 Added 161.18%
619 $56,000
Q1 2024

May 13, 2024
SELL
$79.91 - $94.41 $12,146 - $14,350
-152 Reduced 39.07%
237 $22,000
Q4 2023

Feb 13, 2024
BUY
$81.2 - $91.96 $18,188 - $20,599
224 Added 135.76%
389 $32,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $9,728 - $11,483
123 Added 292.86%
165 $14,000
Q1 2023

May 09, 2023
SELL
$76.97 - $93.11 $6,465 - $7,821
-84 Reduced 66.67%
42 $3,000
Q4 2022

Feb 14, 2023
SELL
$76.09 - $94.08 $1,750 - $2,163
-23 Reduced 15.44%
126 $11,000
Q3 2022

Nov 10, 2022
SELL
$67.49 - $84.09 $83,417 - $103,935
-1,236 Reduced 89.24%
149 $11,000
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $64,724 - $84,528
916 Added 195.31%
1,385 $99,000
Q1 2022

May 16, 2022
SELL
$57.22 - $78.75 $2,059 - $2,835
-36 Reduced 7.13%
469 $36,000
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $2,173 - $2,424
41 Added 8.84%
505 $28,000
Q3 2021

Nov 12, 2021
BUY
$45.79 - $54.81 $274 - $328
6 Added 1.31%
464 $24,000
Q2 2021

Aug 16, 2021
BUY
$47.07 - $56.19 $20,804 - $24,835
442 Added 2762.5%
458 $25,000
Q1 2021

May 13, 2021
BUY
$37.96 - $53.57 $607 - $857
16 New
16 $1,000
Q2 2020

Aug 13, 2020
SELL
$27.62 - $46.86 $24,195 - $41,049
-876 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$23.57 - $60.87 $20,647 - $53,322
876 New
876 $25,000

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

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

Track Fortis Advisors, LLC Portfolio

Follow Fortis 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 Fortis Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email