Means Investment Co., Inc. Energy Sector Spdr Transaction History

Means Investment Co., Inc.

$882 Million
Q3 2024

A detailed history of Means Investment Co., Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Means Investment Co., Inc. holds 3,549 shares of XLE stock, worth $300,103. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,549

Previous 3,631 2.26%

Holding current value

$300,103

Previous $330,000 5.76%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$84.35 - $93.39 $6,916 - $7,657	-82 Reduced 2.26%	3,549 $311,000
Q2 2024 Jul 19, 2024	SELL	$88.04 - $98.08 $8,539 - $9,513	-97 Reduced 2.6%	3,631 $330,000
Q1 2024 Apr 17, 2024	SELL	$79.91 - $94.41 $15,023 - $17,749	-188 Reduced 4.8%	3,728 $351,000
Q4 2023 Jan 25, 2024	SELL	$81.2 - $91.96 $12,586 - $14,253	-155 Reduced 3.81%	3,916 $328,000
Q3 2023 Oct 25, 2023	BUY	$79.09 - $93.36 $1,898 - $2,240	24 Added 0.59%	4,071 $367,000
Q2 2023 Jul 31, 2023	SELL	$76.59 - $87.23 $3,829 - $4,361	-50 Reduced 1.22%	4,047 $328,000
Q1 2023 May 08, 2023	BUY	$76.97 - $93.11 $7,235 - $8,752	94 Added 2.35%	4,097 $339,000
Q4 2022 Jan 27, 2023	BUY	$76.09 - $94.08 $304,588 - $376,602	4,003 New	4,003 $0

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

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About ENERGY SECTOR SPDR

Ticker XLE
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Means Investment Co., Inc. Energy Sector Spdr Transaction History