A detailed history of Prosperity Financial Group, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 3,803 shares of XLE stock, worth $361,741. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,803
Previous 4,003 5.0%
Holding current value
$361,741
Previous $365 Million 8.49%
% of portfolio
0.19%
Previous 0.23%

Shares

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

Nov 12, 2024

SELL
$84.35 - $93.39 $16,870 - $18,678
-200 Reduced 5.0%
3,803 $334 Million
Q2 2024

Aug 13, 2024

SELL
$88.04 - $98.08 $35,216 - $39,232
-400 Reduced 9.08%
4,003 $365 Million
Q1 2024

May 15, 2024

BUY
$79.91 - $94.41 $50,742 - $59,950
635 Added 16.85%
4,403 $416 Million
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $305,961 - $346,505
3,768 New
3,768 $316 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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