A detailed history of Nikulski Financial, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Nikulski Financial, Inc. holds 4,176 shares of XLE stock, worth $385,737. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,176
Previous 4,426 5.65%
Holding current value
$385,737
Previous $371,000 6.2%
% of portfolio
0.13%
Previous 0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$79.91 - $94.41 $19,977 - $23,602
-250 Reduced 5.65%
4,176 $394,000
Q4 2023

Feb 01, 2024

SELL
$81.2 - $91.96 $13,316 - $15,081
-164 Reduced 3.57%
4,426 $371,000
Q3 2023

Oct 17, 2023

BUY
$79.09 - $93.36 $9,886 - $11,670
125 Added 2.8%
4,590 $414,000
Q1 2023

May 11, 2023

SELL
$76.97 - $93.11 $11,545 - $13,966
-150 Reduced 3.25%
4,465 $369,000
Q4 2022

Jan 25, 2023

SELL
$82.68 - $94.08 $44,068 - $50,144
-533 Reduced 10.35%
4,615 $0
Q3 2022

Oct 20, 2022

SELL
N/A
-558 Reduced 9.78%
5,148 $371,000
Q2 2022

Jul 19, 2022

SELL
N/A
-52 Reduced 0.9%
5,706 $408,000
Q1 2022

Apr 08, 2022

SELL
N/A
-170 Reduced 2.87%
5,758 $440,000
Q4 2021

Feb 01, 2022

SELL
N/A
-250 Reduced 4.05%
5,928 $329,000
Q3 2021

Nov 05, 2021

SELL
N/A
-490 Reduced 7.35%
6,178 $322,000
Q2 2021

Aug 11, 2021

SELL
N/A
-616 Reduced 8.46%
6,668 $328,000
Q1 2021

May 14, 2021

SELL
N/A
-1,330 Reduced 15.44%
7,284 $357,000
Q4 2020

Feb 09, 2021

SELL
N/A
-1,578 Reduced 15.48%
8,614 $326,000
Q3 2020

Nov 10, 2020

SELL
N/A
-432 Reduced 4.07%
10,192 $305,000
Q2 2020

Jul 17, 2020

BUY
N/A
10,624 New
10,624 $402,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Nikulski Financial, Inc. Portfolio

Follow Nikulski Financial, 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 Nikulski Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nikulski Financial, Inc. with notifications on news.