Peak Financial Management, Inc. Energy Sector Spdr Transaction History

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Peak Financial Management, Inc. holds 2,340 shares of XLE stock, worth $207,230. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,340
Previous 2,340 -0.0%
Holding current value
$207,230
Previous $205,000 2.44%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 22, 2024
BUY
$79.91 - $94.41 $186,989 - $220,919
2,340 New
2,340 $220,000
Q3 2023

Oct 24, 2023
BUY
$79.09 - $93.36 $180,325 - $212,860
2,280 New
2,280 $206,000
Q1 2023

Apr 24, 2023
SELL
$76.97 - $93.11 $63,115 - $76,350
-820 Reduced 19.54%
3,377 $279,000
Q4 2022

Jan 27, 2023
SELL
$76.09 - $94.08 $5,554 - $6,867
-73 Reduced 1.71%
4,197 $367,000
Q3 2022

Oct 28, 2022
BUY
$67.49 - $84.09 $15,860 - $19,761
235 Added 5.82%
4,270 $308,000
Q2 2022

Jul 29, 2022
BUY
$70.66 - $92.28 $52,641 - $68,748
745 Added 22.64%
4,035 $289,000
Q1 2022

Apr 20, 2022
BUY
$57.22 - $78.75 $188,253 - $259,087
3,290 New
3,290 $251,000

Others Institutions Holding XLE

# of Institutions
2,096
Shares Held
236M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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