A detailed history of All Square Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, All Square Wealth Management LLC holds 3 shares of XLE stock, worth $253. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 3 -0.0%
Holding current value
$253
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023

BUY
$76.97 - $93.11 $230 - $279
3 New
3 $0
Q2 2022

Aug 16, 2022

BUY
$70.66 - $92.28 $7,066 - $9,228
100 Added 83.33%
220 $16,000
Q1 2022

May 04, 2022

BUY
$57.22 - $78.75 $6,866 - $9,450
120 New
120 $9,000
Q3 2021

Nov 12, 2021

SELL
$45.79 - $54.81 $36,632 - $43,848
-800 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$47.07 - $56.19 $37,656 - $44,952
800 New
800 $43,000
Q3 2018

Nov 02, 2018

SELL
N/A
-10 Closed
0 $0
Q1 2018

May 11, 2018

BUY
N/A
10 New
10 $1,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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