Alta Wealth Advisors LLC Energy Sector Spdr Transaction History

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 7,615 shares of XLE stock, worth $665,779. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,615
Previous 7,863 3.15%
Holding current value
$665,779
Previous $690,000 5.51%
% of portfolio
0.29%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$83.32 - $97.27 $20,663 - $24,122
-248 Reduced 3.15%
7,615 $652,000
Q3 2024

Oct 18, 2024
BUY
$84.35 - $93.39 $663,244 - $734,325
7,863 New
7,863 $690,000
Q4 2022

Jan 20, 2023
BUY
$76.09 - $94.08 $224,769 - $277,912
2,954 Added 38.06%
10,716 $0
Q3 2022

Oct 17, 2022
BUY
$67.49 - $84.09 $523,857 - $652,706
7,762 New
7,762 $559,000
Q2 2022

Jul 28, 2022
SELL
$70.66 - $92.28 $622,161 - $812,525
-8,805 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
$57.22 - $78.75 $503,822 - $693,393
8,805 New
8,805 $673,000

Others Institutions Holding XLE

# of Institutions
2,174
Shares Held
231M
Call Options Held
58M
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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