Teamwork Financial Advisors, LLC Energy Sector Spdr Transaction History

Teamwork Financial Advisors, LLC

$648 Million
Q1 2024

A detailed history of Teamwork Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 15,441 shares of XLE stock, worth $1.41 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

15,441

Previous 17,085 9.62%

Holding current value

$1.41 Million

Previous $1.43 Million 1.75%

% of portfolio

0.22%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$79.91 - $94.41 $131,372 - $155,210	-1,644 Reduced 9.62%	15,441 $1.46 Million
Q4 2023 Jan 19, 2024	BUY	$81.2 - $91.96 $400,884 - $454,006	4,937 Added 40.64%	17,085 $1.43 Million
Q3 2023 Oct 31, 2023	BUY	$79.09 - $93.36 $146,632 - $173,089	1,854 Added 18.01%	12,148 $1.1 Million
Q2 2023 Jul 17, 2023	BUY	$76.59 - $87.23 $89,380 - $101,797	1,167 Added 12.79%	10,294 $835,000
Q1 2023 Apr 06, 2023	SELL	$76.97 - $93.11 $19,319 - $23,370	-251 Reduced 2.68%	9,127 $755,000

Q4 2022 Jan 17, 2023	SELL	$82.68 - $94.08 $96,570 - $109,885	-1,168 Reduced 11.08%	9,378 $0
Q3 2022 Oct 12, 2022	SELL	N/A	-1,721 Reduced 14.03%	10,546 $760,000
Q2 2022 Jul 22, 2022	BUY	N/A	1,567 Added 14.64%	12,267 $877,000
Q1 2022 Apr 18, 2022	SELL	N/A	-1,029 Reduced 8.77%	10,700 $818,000
Q4 2021 Jan 31, 2022	BUY	N/A	2,902 Added 32.88%	11,729 $651,000
Q3 2021 Oct 13, 2021	BUY	N/A	3,457 Added 64.38%	8,827 $460,000
Q2 2021 Jul 13, 2021	BUY	N/A	5,370 New	5,370 $289,000

Others Institutions Holding XLE

# of Institutions

2,028

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Teamwork Financial Advisors, LLC Energy Sector Spdr Transaction History