Zullo Investment Group, Inc. Energy Sector Spdr Transaction History

Zullo Investment Group, Inc.

$213 Million
Q1 2024

A detailed history of Zullo Investment Group, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Zullo Investment Group, Inc. holds 30,000 shares of XLE stock, worth $2.75 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

30,000

Previous 28,817 4.11%

Holding current value

$2.75 Million

Previous $2.42 Million 17.22%

% of portfolio

1.33%

Previous 1.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$79.91 - $94.41 $94,533 - $111,687	1,183 Added 4.11%	30,000 $2.83 Million
Q4 2023 Jan 19, 2024	BUY	$81.2 - $91.96 $49,775 - $56,371	613 Added 2.17%	28,817 $2.42 Million
Q3 2023 Oct 19, 2023	BUY	$79.09 - $93.36 $141,571 - $167,114	1,790 Added 6.78%	28,204 $2.55 Million
Q2 2023 Jul 19, 2023	BUY	$76.59 - $87.23 $31,095 - $35,415	406 Added 1.56%	26,414 $2.14 Million
Q1 2023 Apr 25, 2023	SELL	$76.97 - $93.11 $97,290 - $117,691	-1,264 Reduced 4.63%	26,008 $2.15 Million

Q4 2022 Feb 14, 2023	BUY	$82.68 - $94.08 $83,424 - $94,926	1,009 Added 3.84%	27,272 $2.39 Million
Q3 2022 Nov 08, 2022	BUY	N/A	3,043 Added 13.11%	26,263 $1.89 Million
Q2 2022 Aug 11, 2022	BUY	N/A	1,384 Added 6.34%	23,220 $1.66 Million
Q1 2022 May 16, 2022	BUY	N/A	3,930 Added 21.95%	21,836 $1.67 Million
Q4 2021 Feb 16, 2022	BUY	N/A	17,906 New	17,906 $994,000

Others Institutions Holding XLE

# of Institutions

2,029

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Zullo Investment Group, Inc. Energy Sector Spdr Transaction History