A detailed history of Investors Asset Management Of Georgia Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Investors Asset Management Of Georgia Inc holds 74,551 shares of XLE stock, worth $6.82 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
74,551
Previous 70,896 5.16%
Holding current value
$6.82 Million
Previous $5.94 Million 18.43%
% of portfolio
3.38%
Previous 3.03%

Shares

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

Apr 22, 2024

BUY
$79.91 - $94.41 $292,071 - $345,068
3,655 Added 5.16%
74,551 $7.04 Million
Q4 2023

Jan 31, 2024

BUY
$81.2 - $91.96 $146,241 - $165,619
1,801 Added 2.61%
70,896 $5.94 Million
Q3 2023

Nov 09, 2023

BUY
$79.09 - $93.36 $1.49 Million - $1.76 Million
18,878 Added 37.59%
69,095 $6.25 Million
Q2 2023

Aug 04, 2023

BUY
$76.59 - $87.23 $399,876 - $455,427
5,221 Added 11.6%
50,217 $4.08 Million
Q1 2023

May 01, 2023

SELL
$76.97 - $93.11 $309,419 - $374,302
-4,020 Reduced 8.2%
44,996 $3.73 Million
Q4 2022

Feb 02, 2023

SELL
$82.68 - $94.08 $187,600 - $213,467
-2,269 Reduced 4.42%
49,016 $4.29 Million
Q3 2022

Oct 27, 2022

SELL
N/A
-5,490 Reduced 9.67%
51,285 $3.69 Million
Q2 2022

Aug 01, 2022

BUY
N/A
50,060 Added 745.5%
56,775 $4.06 Million
Q1 2022

Apr 20, 2022

BUY
N/A
546 Added 8.85%
6,715 $513,000
Q4 2021

Feb 03, 2022

BUY
N/A
217 Added 3.65%
6,169 $342,000
Q3 2021

Oct 14, 2021

BUY
N/A
1,043 Added 21.25%
5,952 $310,000
Q2 2021

Jul 09, 2021

BUY
N/A
4,909 New
4,909 $264,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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