A detailed history of Golden State Equity Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Golden State Equity Partners holds 14,026 shares of XLE stock, worth $1.29 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,026
Previous 14,814 5.32%
Holding current value
$1.29 Million
Previous $1.34 Million 12.25%
% of portfolio
0.29%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024

SELL
$81.2 - $91.96 $63,985 - $72,464
-788 Reduced 5.32%
14,026 $1.18 Million
Q3 2023

Oct 20, 2023

BUY
$79.09 - $93.36 $81,620 - $96,347
1,032 Added 7.49%
14,814 $1.34 Million
Q2 2023

Jul 19, 2023

BUY
$76.59 - $87.23 $1.06 Million - $1.2 Million
13,782 New
13,782 $1.12 Million
Q1 2022

May 16, 2022

BUY
N/A
14,651 New
14,651 $719,000
Q2 2021

Aug 12, 2021

SELL
N/A
-14,651 Closed
0 $0
Q1 2021

May 13, 2021

BUY
N/A
14,651 New
14,651 $719,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners 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 Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.