Milestone Advisory Partners Energy Sector Spdr Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

A detailed history of Milestone Advisory Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Milestone Advisory Partners holds 44,683 shares of XLE stock, worth $4.02 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

44,683

Previous 30,781 45.16%

Holding current value

$4.02 Million

Previous $2.5 Million 61.65%

% of portfolio

3.37%

Previous 2.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$79.09 - $93.36 $1.1 Million - $1.3 Million	13,902 Added 45.16%	44,683 $4.04 Million
Q2 2023 Jul 13, 2023	SELL	$76.59 - $87.23 $84,325 - $96,040	-1,101 Reduced 3.45%	30,781 $2.5 Million
Q1 2023 May 12, 2023	SELL	$76.97 - $93.11 $1.07 Million - $1.29 Million	-13,876 Reduced 30.32%	31,882 $2.64 Million
Q3 2022 Oct 12, 2022	SELL	$67.49 - $84.09 $13,497 - $16,818	-200 Reduced 0.44%	45,758 $3.3 Million
Q2 2022 Jul 18, 2022	SELL	$70.66 - $92.28 $973,836 - $1.27 Million	-13,782 Reduced 23.07%	45,958 $3.34 Million
Q1 2022 May 10, 2022	SELL	$57.22 - $78.75 $89,205 - $122,771	-1,559 Reduced 2.54%	59,740 $4.57 Million
Q4 2021 Feb 04, 2022	BUY	$53.01 - $59.14 $16,963 - $18,924	320 Added 0.52%	61,299 $3.4 Million
Q3 2021 Nov 09, 2021	SELL	$45.79 - $54.81 $27,199 - $32,557	-594 Reduced 0.96%	60,979 $3.18 Million
Q2 2021 Aug 13, 2021	BUY	$47.07 - $56.19 $2.9 Million - $3.46 Million	61,573 New	61,573 $3.32 Million
Q3 2020 Oct 27, 2020	SELL	$29.95 - $38.58 $2.69 Million - $3.46 Million	-89,739 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$27.62 - $46.86 $2.48 Million - $4.21 Million	89,739 New	89,739 $3.4 Million

Others Institutions Holding XLE

# of Institutions

2,168

Shares Held

229M

Call Options Held

54.1M

Put Options Held

115M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Milestone Advisory Partners Energy Sector Spdr Transaction History