Milestone Asset Management, LLC Energy Sector Spdr Transaction History

Milestone Asset Management, LLC

  • $399 Billion
  • Q2 2024

A detailed history of Milestone Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 7,643 shares of XLE stock, worth $712,327. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,643
Previous 9,335 18.13%
Holding current value
$712,327
Previous $881 Million 20.95%
% of portfolio
0.17%
Previous 0.25%

Shares

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

Jul 19, 2024
SELL
$88.04 - $98.08 $148,963 - $165,951
-1,692 Reduced 18.13%
7,643 $697 Million
Q1 2024

Apr 23, 2024
BUY
$79.91 - $94.41 $479,300 - $566,271
5,998 Added 179.74%
9,335 $881 Million
Q4 2023

Jan 23, 2024
SELL
$81.2 - $91.96 $152,331 - $172,516
-1,876 Reduced 35.99%
3,337 $280 Million
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $412,296 - $486,685
5,213 New
5,213 $462 Million
Q4 2022

Feb 06, 2023
BUY
$76.09 - $94.08 $233,368 - $288,543
3,067 New
3,067 $278 Million

Others Institutions Holding XLE

# of Institutions
2,060
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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