A detailed history of Howard Financial Services, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 3,332 shares of XLE stock, worth $288,584. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,332
Previous 3,476 4.14%
Holding current value
$288,584
Previous $316,000 7.59%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$84.35 - $93.39 $12,146 - $13,448
-144 Reduced 4.14%
3,332 $292,000
Q2 2024

Jul 12, 2024

BUY
$88.04 - $98.08 $86,367 - $96,216
981 Added 39.32%
3,476 $316,000
Q1 2024

Apr 16, 2024

BUY
$79.91 - $94.41 $8,150 - $9,629
102 Added 4.26%
2,495 $235,000
Q4 2023

Jan 09, 2024

BUY
$81.2 - $91.96 $194,311 - $220,060
2,393 New
2,393 $200,000
Q2 2019

Aug 05, 2019

SELL
N/A
-3,503 Closed
0 $0
Q1 2019

May 14, 2019

BUY
N/A
3,503 New
3,503 $232,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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