Bcs Wealth Management Energy Sector Spdr Transaction History

Bcs Wealth Management

  • $402 Million
  • Q4 2024

A detailed history of Bcs Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Bcs Wealth Management holds 2,760 shares of XLE stock, worth $240,616. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,760
Previous 2,770 0.36%
Holding current value
$240,616
Previous $243,000 2.88%
% of portfolio
0.06%
Previous 0.1%

Shares

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

Jan 13, 2025
SELL
$83.32 - $97.27 $833 - $972
-10 Reduced 0.36%
2,760 $236,000
Q3 2024

Oct 17, 2024
BUY
$84.35 - $93.39 $13,327 - $14,755
158 Added 6.05%
2,770 $243,000
Q3 2023

Oct 12, 2023
SELL
$79.09 - $93.36 $22,777 - $26,887
-288 Reduced 9.93%
2,612 $236,000
Q1 2023

Apr 10, 2023
BUY
$76.97 - $93.11 $19,242 - $23,277
250 Added 9.43%
2,900 $240,000
Q4 2022

Jan 10, 2023
BUY
$76.09 - $94.08 $201,638 - $249,312
2,650 New
2,650 $232,000
Q2 2022

Jul 29, 2022
SELL
$70.66 - $92.28 $187,249 - $244,542
-2,650 Closed
0 $0
Q1 2022

Apr 28, 2022
BUY
$57.22 - $78.75 $151,633 - $208,687
2,650 New
2,650 $203,000

Others Institutions Holding XLE

# of Institutions
2,178
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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