A detailed history of W.H. Cornerstone Investments Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 8,317 shares of XLE stock, worth $700,041. This represents 0.49% of its overall portfolio holdings.

Number of Shares
8,317
Previous 10,694 22.23%
Holding current value
$700,041
Previous $975,000 25.13%
% of portfolio
0.49%
Previous 0.69%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$84.35 - $93.39 $200,499 - $221,988
-2,377 Reduced 22.23%
8,317 $730,000
Q2 2024

Jul 17, 2024

SELL
$88.04 - $98.08 $120,702 - $134,467
-1,371 Reduced 11.36%
10,694 $975,000
Q1 2024

May 06, 2024

SELL
$79.91 - $94.41 $4,235 - $5,003
-53 Reduced 0.44%
12,065 $1.14 Million
Q4 2023

Feb 06, 2024

BUY
$81.2 - $91.96 $649 - $735
8 Added 0.07%
12,118 $1.02 Million
Q3 2023

Oct 24, 2023

BUY
$79.09 - $93.36 $3,954 - $4,668
50 Added 0.41%
12,110 $1.1 Million
Q2 2023

Jul 12, 2023

BUY
$76.59 - $87.23 $15,854 - $18,056
207 Added 1.75%
12,060 $979,000
Q1 2023

Apr 17, 2023

SELL
$76.97 - $93.11 $77,354 - $93,575
-1,005 Reduced 7.82%
11,853 $982,000
Q4 2022

Feb 01, 2023

SELL
$76.09 - $94.08 $175,843 - $217,418
-2,311 Reduced 15.24%
12,858 $1.12 Million
Q3 2022

Nov 09, 2022

BUY
$67.49 - $84.09 $1.02 Million - $1.28 Million
15,169 New
15,169 $1.21 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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