Accurate Wealth Management, LLC Energy Sector Spdr Transaction History

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025

A detailed history of Accurate Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,440 shares of XLE stock, worth $279,981. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,440
Previous 3,201 7.47%
Holding current value
$279,981
Previous $274,000 15.69%
% of portfolio
0.07%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$85.7 - $93.96 $20,482 - $22,456
239 Added 7.47%
3,440 $317,000
Q4 2024

Jan 14, 2025
SELL
$83.32 - $97.27 $7,248 - $8,462
-87 Reduced 2.65%
3,201 $274,000
Q3 2024

Oct 17, 2024
SELL
$84.35 - $93.39 $29,353 - $32,499
-348 Reduced 9.57%
3,288 $288,000
Q2 2024

Jul 17, 2024
SELL
$88.04 - $98.08 $128,714 - $143,392
-1,462 Reduced 28.68%
3,636 $331,000
Q1 2024

Apr 22, 2024
SELL
$79.91 - $94.41 $128,095 - $151,339
-1,603 Reduced 23.92%
5,098 $481,000
Q4 2023

Jan 12, 2024
SELL
$81.2 - $91.96 $8.75 Million - $9.91 Million
-107,754 Reduced 94.15%
6,701 $561,000
Q3 2023

Oct 23, 2023
BUY
$79.09 - $93.36 $8.55 Million - $10.1 Million
108,062 Added 1690.32%
114,455 $10.3 Million
Q2 2023

Jul 24, 2023
SELL
$76.59 - $87.23 $32,703 - $37,247
-427 Reduced 6.26%
6,393 $518,000
Q1 2023

Apr 13, 2023
BUY
$76.97 - $93.11 $66,963 - $81,005
870 Added 14.62%
6,820 $564,000
Q4 2022

Jan 11, 2023
SELL
$76.09 - $94.08 $65,437 - $80,908
-860 Reduced 12.63%
5,950 $0
Q3 2022

Nov 14, 2022
BUY
$67.49 - $84.09 $459,606 - $572,652
6,810 New
6,810 $552,000
Q3 2021

Oct 22, 2021
SELL
$45.79 - $54.81 $6.31 Million - $7.55 Million
-137,723 Closed
0 $0
Q2 2021

Aug 25, 2021
BUY
$47.07 - $56.19 $6.48 Million - $7.74 Million
137,723 New
137,723 $7.42 Million

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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