Stone House Investment Management, LLC Energy Sector Spdr Transaction History

Stone House Investment Management, LLC

$477 Million
Q3 2024

A detailed history of Stone House Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Stone House Investment Management, LLC holds 811 shares of XLE stock, worth $77,142. This represents 0.01% of its overall portfolio holdings.

Number of Shares

811

Previous 804 0.87%

Holding current value

$77,142

Previous $73,000 2.74%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$84.35 - $93.39 $590 - $653	7 Added 0.87%	811 $71,000
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $528 - $588	6 Added 0.75%	804 $73,000
Q1 2024 May 15, 2024	BUY	$79.91 - $94.41 $479 - $566	6 Added 0.76%	798 $75,000
Q4 2023 Jan 30, 2024	SELL	$81.2 - $91.96 $7,470 - $8,460	-92 Reduced 10.41%	792 $66,000
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $395 - $466	5 Added 0.57%	884 $79,000
Q2 2023 Aug 10, 2023	BUY	$76.59 - $87.23 $536 - $610	7 Added 0.8%	879 $71,000
Q1 2023 Apr 25, 2023	BUY	$76.97 - $93.11 $67,117 - $81,191	872 New	872 $72,000
Q3 2018 Oct 11, 2018	SELL	N/A	-3,564 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	N/A	3,564 New	3,564 $271,000

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone House Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone House Investment Management, LLC with notifications on news.

Account

Stone House Investment Management, LLC Energy Sector Spdr Transaction History