Goal Vest Advisory LLC Energy Sector Spdr Transaction History

Goal Vest Advisory LLC

$309 Million
Q2 2024

A detailed history of Goal Vest Advisory LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 896 shares of XLE stock, worth $78,077. This represents 0.03% of its overall portfolio holdings.

Number of Shares

896

Previous 2,815 68.17%

Holding current value

$78,077

Previous $265,000 69.43%

% of portfolio

0.03%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$88.04 - $98.08 $168,948 - $188,215	-1,919 Reduced 68.17%	896 $81,000
Q1 2024 Apr 15, 2024	SELL	$79.91 - $94.41 $18,539 - $21,903	-232 Reduced 7.61%	2,815 $265,000
Q4 2023 Jan 02, 2024	SELL	$81.2 - $91.96 $61,793 - $69,981	-761 Reduced 19.98%	3,047 $255,000
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $404,703 - $477,723	-5,117 Reduced 57.33%	3,808 $344,000
Q2 2023 Jul 17, 2023	SELL	$76.59 - $87.23 $32,397 - $36,898	-423 Reduced 4.53%	8,925 $724,000
Q1 2023 Apr 03, 2023	SELL	$76.97 - $93.11 $6,619 - $8,007	-86 Reduced 0.91%	9,348 $774,000
Q3 2022 Oct 11, 2022	SELL	$67.49 - $84.09 $1.67 Million - $2.09 Million	-24,818 Reduced 72.46%	9,434 $679,000
Q2 2022 Jul 06, 2022	SELL	$70.66 - $92.28 $27,133 - $35,435	-384 Reduced 1.11%	34,252 $2.39 Million
Q1 2022 May 03, 2022	SELL	$57.22 - $78.75 $81,366 - $111,982	-1,422 Reduced 3.94%	34,636 $2.65 Million
Q2 2021 Sep 01, 2021	BUY	$47.07 - $56.19 $94,846 - $113,222	2,015 Added 5.92%	36,058 $1.94 Million
Q1 2021 May 13, 2021	SELL	$37.96 - $53.57 $31,848 - $44,945	-839 Reduced 2.41%	34,043 $1.67 Million
Q4 2020 Jan 28, 2021	BUY	$27.71 - $41.6 $966,580 - $1.45 Million	34,882 New	34,882 $1.32 Million

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

Ticker XLE
Sector ETFs
Industry ETFs

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Goal Vest Advisory LLC Energy Sector Spdr Transaction History