A detailed history of Pin Oak Investment Advisors Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Pin Oak Investment Advisors Inc holds 1,900 shares of XLE stock, worth $159,923. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,900
Previous 1,740 9.2%
Holding current value
$159,923
Previous $159,000 4.4%
% of portfolio
0.15%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$84.35 - $93.39 $13,496 - $14,942
160 Added 9.2%
1,900 $166,000
Q2 2024

Aug 14, 2024

BUY
$88.04 - $98.08 $76,066 - $84,741
864 Added 98.63%
1,740 $159,000
Q1 2024

May 13, 2024

BUY
$79.91 - $94.41 $9,109 - $10,762
114 Added 14.96%
876 $83,000
Q4 2023

Feb 14, 2024

SELL
$81.2 - $91.96 $7,795 - $8,828
-96 Reduced 11.19%
762 $64,000
Q3 2023

Nov 14, 2023

BUY
$79.09 - $93.36 $46,979 - $55,455
594 Added 225.0%
858 $77,000
Q1 2023

May 11, 2023

BUY
$76.97 - $93.11 $9,082 - $10,986
118 Added 80.82%
264 $22,000
Q2 2021

Aug 16, 2021

BUY
$47.07 - $56.19 $988 - $1,179
21 Added 16.8%
146 $8,000
Q3 2019

Nov 15, 2019

SELL
$59.2 - $63.13 $1,657 - $1,767
-28 Reduced 18.3%
125 $7,000
Q2 2019

Aug 14, 2019

SELL
N/A
-247 Reduced 61.75%
153 $10,000
Q4 2018

Feb 26, 2019

SELL
N/A
-144 Reduced 26.47%
400 $23,000
Q3 2018

Nov 14, 2018

SELL
N/A
-100 Reduced 15.53%
544 $41,000
Q2 2018

Aug 15, 2018

BUY
N/A
100 Added 18.38%
644 $49,000
Q4 2017

Feb 20, 2018

BUY
N/A
544
544 $39,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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