A detailed history of Physicians Financial Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Physicians Financial Services, Inc. holds 3,393 shares of XLE stock, worth $314,938. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,393
Previous 3,631 6.55%
Holding current value
$314,938
Previous $304,000 5.26%
% of portfolio
0.11%
Previous 0.12%

Shares

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

May 10, 2024

SELL
$79.91 - $94.41 $19,018 - $22,469
-238 Reduced 6.55%
3,393 $320,000
Q4 2023

Jan 26, 2024

SELL
$81.2 - $91.96 $30,937 - $35,036
-381 Reduced 9.5%
3,631 $304,000
Q3 2023

Oct 31, 2023

SELL
$79.09 - $93.36 $4,824 - $5,694
-61 Reduced 1.5%
4,012 $363,000
Q2 2023

Jul 26, 2023

SELL
$76.59 - $87.23 $17,768 - $20,237
-232 Reduced 5.39%
4,073 $331,000
Q1 2023

May 17, 2023

BUY
$76.97 - $93.11 $76 - $93
1 Added 0.02%
4,305 $357,000
Q4 2022

Feb 09, 2023

BUY
$82.68 - $94.08 $46,052 - $52,402
557 Added 14.87%
4,304 $376,000
Q3 2022

Oct 19, 2022

BUY
N/A
1 Added 0.03%
3,747 $270,000
Q2 2022

Aug 17, 2022

BUY
N/A
1 Added 0.03%
3,746 $268,000
Q1 2022

Apr 22, 2022

BUY
N/A
3,745 New
3,745 $286,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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