A detailed history of Meridian Investment Counsel Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Meridian Investment Counsel Inc. holds 9,810 shares of XLE stock, worth $934,108. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,810
Previous 9,810 -0.0%
Holding current value
$934,108
Previous $894,000 3.69%
% of portfolio
0.26%
Previous 0.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$88.04 - $98.08 $62,596 - $69,734
711 Added 7.81%
9,810 $894,000
Q1 2024

May 13, 2024

BUY
$79.91 - $94.41 $7,991 - $9,441
100 Added 1.11%
9,099 $859,000
Q1 2023

May 05, 2023

BUY
$76.97 - $93.11 $13,777 - $16,666
179 Added 2.03%
8,999 $745,000
Q3 2022

Nov 08, 2022

BUY
$67.49 - $84.09 $82,675 - $103,010
1,225 Added 16.13%
8,820 $635,000
Q1 2022

May 11, 2022

BUY
$57.22 - $78.75 $15,735 - $21,656
275 Added 3.76%
7,595 $581,000
Q4 2021

Feb 14, 2022

BUY
$53.01 - $59.14 $13,252 - $14,785
250 Added 3.54%
7,320 $406,000
Q3 2021

Oct 27, 2021

BUY
$45.79 - $54.81 $59,527 - $71,253
1,300 Added 22.53%
7,070 $368,000
Q2 2021

Jul 23, 2021

BUY
$47.07 - $56.19 $271,593 - $324,216
5,770 New
5,770 $311,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Meridian Investment Counsel Inc. Portfolio

Follow Meridian Investment Counsel Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Investment Counsel Inc., based on Form 13F filings with the SEC.

News

Stay updated on Meridian Investment Counsel Inc. with notifications on news.