A detailed history of Sharkey, Howes & Javer transactions in Energy Sector Spdr stock. As of the latest transaction made, Sharkey, Howes & Javer holds 2,640 shares of XLE stock, worth $256,792. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,640
Previous 2,618 0.84%
Holding current value
$256,792
Previous $238,000 2.94%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 21, 2024

BUY
$84.35 - $93.39 $1,855 - $2,054
22 Added 0.84%
2,640 $231,000
Q2 2024

Jul 17, 2024

BUY
$88.04 - $98.08 $1,760 - $1,961
20 Added 0.77%
2,618 $238,000
Q1 2024

Apr 18, 2024

BUY
$79.91 - $94.41 $1,358 - $1,604
17 Added 0.66%
2,598 $245,000
Q4 2023

Jan 19, 2024

BUY
$81.2 - $91.96 $1,948 - $2,207
24 Added 0.94%
2,581 $216,000
Q3 2023

Oct 31, 2023

BUY
$79.09 - $93.36 $1,502 - $1,773
19 Added 0.75%
2,557 $231,000
Q2 2023

Jul 14, 2023

BUY
$76.59 - $87.23 $1,684 - $1,919
22 Added 0.87%
2,538 $206,000
Q1 2023

Apr 18, 2023

BUY
$76.97 - $93.11 $2,001 - $2,420
26 Added 1.04%
2,516 $208,000
Q4 2022

Jan 30, 2023

BUY
$76.09 - $94.08 $189,464 - $234,259
2,490 New
2,490 $217,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Sharkey, Howes & Javer Portfolio

Follow Sharkey, Howes & Javer and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.