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

Means Investment Co., Inc.

$821 Million
Q2 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 3,631 shares of XLE stock, worth $316,260. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,631

Previous 3,728 2.6%

Holding current value

$316,260

Previous $351,000 5.98%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.68 - $94.08 $330,968 - $376,602	4,003 New	4,003 $0

Others Institutions Holding XLE

# of Institutions

2,062

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

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About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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