Oliver Lagore Vanvalin Investment Group Energy Sector Spdr Transaction History

Oliver Lagore Vanvalin Investment Group

$359 Million
Q3 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Energy Sector Spdr stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,155 shares of XLE stock, worth $109,413. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,155

Previous 1,377 16.12%

Holding current value

$109,413

Previous $125,000 19.2%

% of portfolio

0.03%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$84.35 - $93.39 $18,725 - $20,732	-222 Reduced 16.12%	1,155 $101,000
Q2 2024 Aug 15, 2024	SELL	$88.04 - $98.08 $2.25 Million - $2.5 Million	-25,531 Reduced 94.88%	1,377 $125,000
Q1 2024 May 15, 2024	BUY	$79.91 - $94.41 $504,152 - $595,632	6,309 Added 30.63%	26,908 $2.54 Million
Q4 2023 Jan 31, 2024	SELL	$81.2 - $91.96 $924,218 - $1.05 Million	-11,382 Reduced 35.59%	20,599 $1.73 Million
Q3 2023 Nov 09, 2023	BUY	$79.09 - $93.36 $998,273 - $1.18 Million	12,622 Added 65.2%	31,981 $2.89 Million
Q2 2023 Aug 08, 2023	BUY	$76.59 - $87.23 $1.01 Million - $1.15 Million	13,133 Added 210.94%	19,359 $1.57 Million
Q1 2023 Jun 20, 2023	SELL	$76.97 - $93.11 $2.82 Million - $3.41 Million	-36,597 Reduced 85.46%	6,226 $515,000
Q4 2022 Mar 02, 2023	SELL	$76.09 - $94.08 $1.35 Million - $1.67 Million	-17,778 Reduced 29.34%	42,823 $3.75 Million
Q3 2022 Nov 15, 2022	BUY	$67.49 - $84.09 $3.74 Million - $4.65 Million	55,356 Added 1055.41%	60,601 $4.36 Million
Q2 2022 Aug 16, 2022	BUY	$70.66 - $92.28 $34,694 - $45,309	491 Added 10.33%	5,245 $375,000
Q1 2022 Jun 17, 2022	SELL	$57.22 - $78.75 $2.43 Million - $3.35 Million	-42,516 Reduced 89.94%	4,754 $372,000
Q4 2021 Mar 23, 2022	BUY	$53.01 - $59.14 $2.51 Million - $2.8 Million	47,270 New	47,270 $2.62 Million

Others Institutions Holding XLE

# of Institutions

2,018

Shares Held

233M

Call Options Held

43.1M

Put Options Held

97.5M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Oliver Lagore Vanvalin Investment Group Energy Sector Spdr Transaction History