Joseph Group Capital Management Energy Sector Spdr Transaction History

Joseph Group Capital Management

  • $232 Million
  • Q3 2024

A detailed history of Joseph Group Capital Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Joseph Group Capital Management holds 1,523 shares of XLE stock, worth $134,069. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,523
Holding current value
$134,069
% of portfolio
0.06%

Shares

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

Nov 07, 2024
BUY
$84.35 - $93.39 $128,465 - $142,232
1,523 New
1,523 $133,000
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $12,017 - $13,610
-148 Reduced 12.64%
1,023 $85,000
Q2 2023

Aug 10, 2023
SELL
$76.59 - $87.23 $26,040 - $29,658
-340 Reduced 22.5%
1,171 $95,000
Q1 2023

May 04, 2023
SELL
$76.97 - $93.11 $2.91 Million - $3.52 Million
-37,773 Reduced 96.15%
1,511 $125,000
Q4 2022

Feb 09, 2023
SELL
$76.09 - $94.08 $3.03 Million - $3.75 Million
-39,870 Reduced 50.37%
39,284 $3.44 Million
Q3 2022

Nov 09, 2022
BUY
$67.49 - $84.09 $483,160 - $602,000
7,159 Added 9.94%
79,154 $5.7 Million
Q2 2022

Aug 10, 2022
BUY
$70.66 - $92.28 $290,907 - $379,916
4,117 Added 6.07%
71,995 $5.15 Million
Q1 2022

May 11, 2022
SELL
$57.22 - $78.75 $785,058 - $1.08 Million
-13,720 Reduced 16.81%
67,878 $5.19 Million
Q4 2021

Feb 11, 2022
BUY
$53.01 - $59.14 $4.32 Million - $4.82 Million
81,563 Added 233037.14%
81,598 $4.53 Million
Q4 2021

Feb 10, 2022
BUY
$53.01 - $59.14 $1,855 - $2,069
35 New
35 $4.53 Million

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Joseph Group Capital Management Portfolio

Follow Joseph Group Capital Management 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 Joseph Group Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Joseph Group Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email