Lehman & Derafelo Financial Resources LLC Energy Sector Spdr Transaction History

Lehman & Derafelo Financial Resources LLC

  • $337 Million
  • Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 20,441 shares of XLE stock, worth $1.86 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
20,441
Previous 20,830 1.87%
Holding current value
$1.86 Million
Previous $1.5 Million 19.13%
% of portfolio
0.53%
Previous 0.47%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
SELL
$82.68 - $94.08 $32,162 - $36,597
-389 Reduced 1.87%
20,441 $0
Q2 2022

Jul 19, 2022
SELL
N/A
-1,575 Reduced 7.03%
20,830 $1.49 Million
Q1 2022

Apr 21, 2022
BUY
N/A
790 Added 3.65%
22,405 $1.71 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-300 Reduced 1.37%
21,615 $1.2 Million
Q3 2021

Oct 28, 2021
SELL
N/A
-1,970 Reduced 8.25%
21,915 $1.14 Million
Q1 2021

Apr 21, 2021
SELL
N/A
-100 Reduced 0.42%
23,885 $1.17 Million
Q4 2020

Jan 20, 2021
BUY
N/A
9,750 Added 68.49%
23,985 $909,000
Q2 2020

Jul 30, 2020
SELL
N/A
-2,970 Reduced 17.26%
14,235 $539,000
Q1 2020

May 13, 2020
SELL
N/A
-310 Reduced 1.77%
17,205 $500,000
Q4 2019

Feb 12, 2020
SELL
N/A
-370 Reduced 2.07%
17,515 $1.05 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-1,350 Reduced 7.02%
17,885 $1.06 Million
Q2 2019

Aug 14, 2019
BUY
N/A
100 Added 0.52%
19,235 $1.21 Million
Q1 2019

May 14, 2019
BUY
N/A
1,600 Added 9.12%
19,135 $1.27 Million
Q4 2018

Feb 14, 2019
BUY
N/A
17,535 New
17,535 $1.01 Million

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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