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 804 shares of XLE stock, worth $74,932. This represents 0.02% of its overall portfolio holdings.

Number of Shares
804
Previous 798 0.75%
Holding current value
$74,932
Previous $75,000 2.67%
% of portfolio
0.02%
Previous 0.02%

Shares

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

About ENERGY SECTOR SPDR


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