A detailed history of Lfa Lugano Financial Advisors Sa transactions in Energy Sector Spdr stock. As of the latest transaction made, Lfa Lugano Financial Advisors Sa holds 4,018 shares of XLE stock, worth $383,236. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,018
Previous 1,830 119.56%
Holding current value
$383,236
Previous $166,000 112.05%
% of portfolio
0.24%
Previous 0.13%

Shares

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

Nov 07, 2024

BUY
$84.35 - $93.39 $184,557 - $204,337
2,188 Added 119.56%
4,018 $352,000
Q1 2024

May 03, 2024

BUY
$79.91 - $94.41 $146,235 - $172,770
1,830 New
1,830 $172,000
Q2 2022

Jul 29, 2022

BUY
$70.66 - $92.28 $14,132 - $18,456
200 Added 277.78%
272 $19,000
Q3 2021

Oct 26, 2021

BUY
$45.79 - $54.81 $3,296 - $3,946
72 New
72 $4,000
Q1 2019

Apr 30, 2019

SELL
N/A
-10,000 Closed
0 $0
Q2 2018

Sep 04, 2018

SELL
N/A
-744,443 Reduced 98.67%
10,000 $754,000
Q2 2018

Aug 30, 2018

BUY
N/A
754,443 New
754,443 $754,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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