A detailed history of Planning Capital Management Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Planning Capital Management Corp holds 1,466 shares of XLE stock, worth $138,038. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,466
Previous 852 72.07%
Holding current value
$138,038
Previous $77.7 Million 65.69%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Nov 06, 2024

BUY
$84.35 - $93.39 $51,790 - $57,341
614 Added 72.07%
1,466 $129 Million
Q2 2024

Aug 12, 2024

SELL
$88.04 - $98.08 $6,867 - $7,650
-78 Reduced 8.39%
852 $77.7 Million
Q1 2024

Apr 26, 2024

SELL
$79.91 - $94.41 $44,749 - $52,869
-560 Reduced 37.58%
930 $87.8 Million
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $120,988 - $137,020
1,490 New
1,490 $125 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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