Vahanian & Associates Financial Planning Inc. Energy Sector Spdr Transaction History

Vahanian & Associates Financial Planning Inc.

  • $24.5 Million
  • Q4 2023

A detailed history of Vahanian & Associates Financial Planning Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Vahanian & Associates Financial Planning Inc. holds 5,902 shares of XLE stock, worth $535,429. This represents 2.02% of its overall portfolio holdings.

Number of Shares
5,902
Previous 6,030 2.12%
Holding current value
$535,429
Previous $545,000 9.36%
% of portfolio
2.02%
Previous 1.86%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
SELL
$81.2 - $91.96 $10,393 - $11,770
-128 Reduced 2.12%
5,902 $494,000
Q3 2023

Oct 19, 2023
SELL
$79.09 - $93.36 $740,994 - $874,689
-9,369 Reduced 60.84%
6,030 $545,000
Q2 2023

Jul 24, 2023
SELL
$76.59 - $87.23 $175,008 - $199,320
-2,285 Reduced 12.92%
15,399 $1.25 Million
Q1 2023

Apr 17, 2023
BUY
$76.97 - $93.11 $22,090 - $26,722
287 Added 1.65%
17,684 $1.46 Million
Q4 2022

Jan 31, 2023
SELL
$76.09 - $94.08 $1.4 Million - $1.73 Million
-18,368 Reduced 51.36%
17,397 $1.52 Million
Q3 2022

Nov 02, 2022
BUY
$67.49 - $84.09 $438,819 - $546,753
6,502 Added 22.22%
35,765 $2.58 Million
Q2 2022

Jul 27, 2022
BUY
$70.66 - $92.28 $2.07 Million - $2.7 Million
29,263 New
29,263 $2.09 Million
Q1 2022

Apr 27, 2022
SELL
$57.22 - $78.75 $431,095 - $593,302
-7,534 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$53.01 - $59.14 $399,377 - $445,560
7,534 New
7,534 $418,000

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

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