A detailed history of Oxford Financial Group LTD transactions in Energy Sector Spdr stock. As of the latest transaction made, Oxford Financial Group LTD holds 349 shares of XLE stock, worth $31,252. This represents 0.0% of its overall portfolio holdings.

Number of Shares
349
Previous 349 -0.0%
Holding current value
$31,252
Previous $29,000 10.34%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $28,338 - $32,094
349 New
349 $29,000
Q2 2023

Aug 10, 2023

BUY
$76.59 - $87.23 $22,823 - $25,994
298 Added 354.76%
382 $31,000
Q1 2023

May 12, 2023

BUY
$76.97 - $93.11 $6,465 - $7,821
84 New
84 $6,000
Q2 2022

Aug 11, 2022

SELL
N/A
-115 Reduced 5.17%
2,110 $151,000
Q4 2021

Feb 10, 2022

BUY
N/A
1,419 Added 176.05%
2,225 $123,000
Q3 2021

Nov 12, 2021

BUY
N/A
806 New
806 $42,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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