Mark Sheptoff Financial Planning, LLC Energy Sector Spdr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 222 shares of XLE stock, worth $18,772. This represents 0.01% of its overall portfolio holdings.

Number of Shares
222
Previous 307 27.69%
Holding current value
$18,772
Previous $27,000 29.63%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$84.35 - $93.39 $7,169 - $7,938
-85 Reduced 27.69%
222 $19,000
Q2 2024

Aug 12, 2024
BUY
$88.04 - $98.08 $12,061 - $13,436
137 Added 80.59%
307 $27,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $12,935 - $15,993
170 New
170 $14,000

Others Institutions Holding XLE

# of Institutions
2,027
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
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