Lji Wealth Management, LLC Energy Sector Spdr Transaction History

Lji Wealth Management, LLC

  • $452 Billion
  • Q2 2024

A detailed history of Lji Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,640 shares of XLE stock, worth $320,392. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,640
Holding current value
$320,392
% of portfolio
0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$88.04 - $98.08 $320,465 - $357,011
3,640 New
3,640 $332 Million
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $2,598 - $2,942
-32 Reduced 0.97%
3,258 $273 Million
Q3 2023

Feb 02, 2024
BUY
$79.09 - $93.36 $31,636 - $37,344
400 Added 13.84%
3,290 $297 Million
Q2 2023

Feb 02, 2024
SELL
$76.59 - $87.23 $15,318 - $17,446
-200 Reduced 6.47%
2,890 $235 Million
Q1 2023

Feb 02, 2024
SELL
$76.97 - $93.11 $8,851 - $10,707
-115 Reduced 3.59%
3,090 $256 Million
Q4 2022

Jan 02, 2024
BUY
$76.09 - $94.08 $243,868 - $301,526
3,205 New
3,205 $280 Million

Others Institutions Holding XLE

# of Institutions
2,048
Shares Held
238M
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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