Towercrest Capital Management Energy Sector Spdr Transaction History

Towercrest Capital Management

  • $599 Million
  • Q1 2024

A detailed history of Towercrest Capital Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Towercrest Capital Management holds 10,553 shares of XLE stock, worth $961,694. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,553
Previous 10,655 0.96%
Holding current value
$961,694
Previous $893,000 11.53%
% of portfolio
0.17%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$79.91 - $94.41 $8,150 - $9,629
-102 Reduced 0.96%
10,553 $996,000
Q4 2023

Feb 08, 2024
SELL
$81.2 - $91.96 $4,628 - $5,241
-57 Reduced 0.53%
10,655 $893,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $7,513 - $8,869
95 Added 0.89%
10,712 $968,000
Q2 2023

Aug 04, 2023
BUY
$76.59 - $87.23 $106,689 - $121,511
1,393 Added 15.1%
10,617 $861,000
Q2 2020

Aug 13, 2020
BUY
N/A
1,697 Added 22.55%
9,224 $349,000
Q1 2020

May 14, 2020
BUY
N/A
7,527 New
7,527 $219,000

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

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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