A detailed history of L.M. Kohn & Company transactions in Energy Sector Spdr stock. As of the latest transaction made, L.M. Kohn & Company holds 9,051 shares of XLE stock, worth $761,822. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,051
Previous 9,771 7.37%
Holding current value
$761,822
Previous $890,000 10.79%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Nov 14, 2024

SELL
$84.35 - $93.39 $60,731 - $67,240
-720 Reduced 7.37%
9,051 $794,000
Q2 2024

Jul 30, 2024

SELL
$88.04 - $98.08 $126,689 - $141,137
-1,439 Reduced 12.84%
9,771 $890,000
Q1 2024

Apr 25, 2024

BUY
$79.91 - $94.41 $200,414 - $236,780
2,508 Added 28.82%
11,210 $1.06 Million
Q4 2023

Feb 09, 2024

SELL
$81.2 - $91.96 $393,495 - $445,638
-4,846 Reduced 35.77%
8,702 $729,000
Q3 2023

Nov 06, 2023

BUY
$79.09 - $93.36 $434,678 - $513,106
5,496 Added 68.26%
13,548 $1.22 Million
Q2 2023

Aug 08, 2023

BUY
$76.59 - $87.23 $45,954 - $52,338
600 Added 8.05%
8,052 $653,000
Q1 2023

May 08, 2023

BUY
$76.97 - $93.11 $1,231 - $1,489
16 Added 0.22%
7,452 $617,000
Q4 2022

Feb 08, 2023

SELL
$76.09 - $94.08 $340,198 - $420,631
-4,471 Reduced 37.55%
7,436 $650,000
Q3 2022

Oct 19, 2022

BUY
$67.49 - $84.09 $242,626 - $302,303
3,595 Added 43.25%
11,907 $857,000
Q2 2022

Aug 05, 2022

SELL
$70.66 - $92.28 $307,441 - $401,510
-4,351 Reduced 34.36%
8,312 $595,000
Q1 2022

May 25, 2022

BUY
$57.22 - $78.75 $724,576 - $997,211
12,663 New
12,663 $968,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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