Founders Capital Management Energy Sector Spdr Transaction History

Founders Capital Management

  • $154 Million
  • Q2 2024

A detailed history of Founders Capital Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Founders Capital Management holds 1,211 shares of XLE stock, worth $105,478. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,211
Previous 1,139 6.32%
Holding current value
$105,478
Previous $107,000 2.8%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 10, 2024
BUY
$88.04 - $98.08 $6,338 - $7,061
72 Added 6.32%
1,211 $110,000
Q1 2024

Apr 10, 2024
BUY
$79.91 - $94.41 $2,876 - $3,398
36 Added 3.26%
1,139 $107,000
Q4 2023

Jan 08, 2024
BUY
$81.2 - $91.96 $162 - $183
2 Added 0.18%
1,103 $92,000
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $66,040 - $77,955
835 Added 313.91%
1,101 $99,000
Q2 2023

Jul 07, 2023
BUY
$76.59 - $87.23 $4,748 - $5,408
62 Added 30.39%
266 $21,000
Q1 2023

Apr 12, 2023
BUY
$76.97 - $93.11 $153 - $186
2 Added 0.99%
204 $17,000
Q4 2022

Jan 09, 2023
BUY
$82.68 - $94.08 $165 - $188
2 Added 1.0%
202 $18,000
Q3 2022

Oct 06, 2022
BUY
N/A
2 Added 1.01%
200 $0
Q2 2022

Jul 20, 2022
BUY
N/A
4 Added 2.06%
198 $14,000
Q4 2021

Jan 21, 2022
BUY
N/A
2 Added 1.04%
194 $11,000
Q3 2021

Oct 12, 2021
BUY
N/A
2 Added 1.05%
192 $10,000
Q2 2021

Jul 15, 2021
BUY
N/A
2 Added 1.06%
190 $10,000
Q1 2021

Jun 07, 2021
BUY
N/A
2 Added 1.08%
188 $6,000
Q4 2020

Jan 12, 2021
SELL
N/A
-14 Reduced 7.0%
186 $7,000
Q4 2018

Jan 14, 2019
SELL
N/A
-400 Reduced 66.67%
200 $11,000
Q3 2018

Oct 05, 2018
SELL
N/A
-200 Reduced 25.0%
600 $45,000
Q3 2017

Oct 17, 2017
BUY
N/A
800
800 $55,000

Others Institutions Holding XLE

# of Institutions
2,062
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 Founders Capital Management Portfolio

Follow Founders Capital Management 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 Founders Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Founders Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email