Kowal Investment Group, LLC Energy Sector Spdr Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kowal Investment Group, LLC holds 4,391 shares of XLE stock, worth $361,028. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,391
Previous 4,513 2.7%
Holding current value
$361,028
Previous $411,000 6.33%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 16, 2024
SELL
$84.35 - $93.39 $10,290 - $11,393
-122 Reduced 2.7%
4,391 $385,000
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $9,772 - $10,886
111 Added 2.52%
4,513 $411,000
Q1 2024

Apr 18, 2024
BUY
$79.91 - $94.41 $10,867 - $12,839
136 Added 3.19%
4,402 $415,000
Q4 2023

Jan 22, 2024
SELL
$81.2 - $91.96 $15,590 - $17,656
-192 Reduced 4.31%
4,266 $357,000
Q3 2023

Oct 25, 2023
SELL
$79.09 - $93.36 $1,898 - $2,240
-24 Reduced 0.54%
4,458 $402,000
Q2 2023

Jul 18, 2023
BUY
$76.59 - $87.23 $19,683 - $22,418
257 Added 6.08%
4,482 $363,000
Q1 2023

Apr 21, 2023
BUY
$76.97 - $93.11 $26,400 - $31,936
343 Added 8.84%
4,225 $349,000
Q4 2022

Jan 25, 2023
SELL
$76.09 - $94.08 $5,021 - $6,209
-66 Reduced 1.67%
3,882 $0
Q3 2022

Nov 09, 2022
SELL
$67.49 - $84.09 $337 - $420
-5 Reduced 0.13%
3,948 $284,000
Q2 2022

Aug 15, 2022
SELL
$70.66 - $92.28 $6,218 - $8,120
-88 Reduced 2.18%
3,953 $283,000
Q1 2022

Apr 15, 2022
BUY
$57.22 - $78.75 $231,226 - $318,228
4,041 New
4,041 $309,000
Q4 2021

Feb 11, 2022
SELL
$53.01 - $59.14 $50,147 - $55,946
-946 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$45.79 - $54.81 $43,317 - $51,850
946 New
946 $49,000

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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