Waypoint Wealth Counsel Energy Sector Spdr Transaction History

Waypoint Wealth Counsel

  • $149 Billion
  • Q3 2024

A detailed history of Waypoint Wealth Counsel transactions in Energy Sector Spdr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 9,512 shares of XLE stock, worth $836,960. This represents 0.56% of its overall portfolio holdings.

Number of Shares
9,512
Previous 9,727 2.21%
Holding current value
$836,960
Previous $887 Million 5.8%
% of portfolio
0.56%
Previous 0.68%

Shares

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

Oct 04, 2024
SELL
$84.35 - $93.39 $18,135 - $20,078
-215 Reduced 2.21%
9,512 $835 Million
Q2 2024

Jul 19, 2024
BUY
$88.04 - $98.08 $2,641 - $2,942
30 Added 0.31%
9,727 $887 Million
Q3 2023

Apr 03, 2024
SELL
$79.09 - $93.36 $10,044 - $11,856
-127 Reduced 1.29%
9,697 $877 Million
Q1 2023

Apr 04, 2024
BUY
$76.97 - $93.11 $9,775 - $11,824
127 Added 1.31%
9,824 $814 Million
Q4 2022

Mar 22, 2024
BUY
$76.09 - $94.08 $747,508 - $924,241
9,824 New
9,824 $859 Million

Others Institutions Holding XLE

# of Institutions
2,044
Shares Held
237M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

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