A detailed history of Garrison Point Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Garrison Point Advisors, LLC holds 3,035 shares of XLE stock, worth $271,784. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,035
Previous 2,935 3.41%
Holding current value
$271,784
Previous $246,000 16.26%
% of portfolio
0.19%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$79.91 - $94.41 $7,991 - $9,441
100 Added 3.41%
3,035 $286,000
Q4 2023

Feb 08, 2024

SELL
$81.2 - $91.96 $20,300 - $22,990
-250 Reduced 7.85%
2,935 $246,000
Q3 2023

Oct 17, 2023

SELL
$79.09 - $93.36 $11,863 - $14,004
-150 Reduced 4.5%
3,185 $287,000
Q2 2022

Aug 10, 2022

SELL
N/A
-45 Reduced 1.33%
3,335 $238,000
Q1 2022

May 06, 2022

BUY
N/A
3,380 New
3,380 $258,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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