A detailed history of Retirement Income Solutions, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 12,031 shares of XLE stock, worth $1.04 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,031
Previous 12,698 5.25%
Holding current value
$1.04 Million
Previous $1.16 Million 8.73%
% of portfolio
0.24%
Previous 0.28%

Shares

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

Nov 08, 2024

SELL
$84.35 - $93.39 $56,261 - $62,291
-667 Reduced 5.25%
12,031 $1.06 Million
Q2 2024

Aug 01, 2024

SELL
$88.04 - $98.08 $12,413 - $13,829
-141 Reduced 1.1%
12,698 $1.16 Million
Q1 2024

May 03, 2024

BUY
$79.91 - $94.41 $7,911 - $9,346
99 Added 0.78%
12,839 $1.21 Million
Q3 2023

Nov 01, 2023

SELL
$79.09 - $93.36 $108,827 - $128,463
-1,376 Reduced 9.75%
12,740 $1.15 Million
Q2 2023

Jul 28, 2023

BUY
$76.59 - $87.23 $7,582 - $8,635
99 Added 0.71%
14,116 $1.15 Million
Q1 2023

May 05, 2023

SELL
$76.97 - $93.11 $384,003 - $464,525
-4,989 Reduced 26.25%
14,017 $1.16 Million
Q4 2022

Feb 08, 2023

BUY
$76.09 - $94.08 $262,586 - $324,670
3,451 Added 22.19%
19,006 $1.66 Million
Q3 2022

Nov 02, 2022

SELL
$67.49 - $84.09 $405,007 - $504,624
-6,001 Reduced 27.84%
15,555 $1.13 Million
Q2 2022

Aug 16, 2022

BUY
$70.66 - $92.28 $170,997 - $223,317
2,420 Added 12.65%
21,556 $1.54 Million
Q1 2022

May 06, 2022

BUY
$57.22 - $78.75 $1.09 Million - $1.51 Million
19,136 New
19,136 $1.46 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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