Beaird Harris Wealth Management, LLC Energy Sector Spdr Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,379 shares of XLE stock, worth $210,279. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,379
Previous 244 875.0%
Holding current value
$210,279
Previous $22,000 845.45%
% of portfolio
0.02%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 02, 2024
BUY
$84.35 - $93.39 $180,087 - $199,387
2,135 Added 875.0%
2,379 $208,000
Q1 2024

May 15, 2024
BUY
$79.91 - $94.41 $159 - $188
2 Added 0.83%
244 $23,000
Q4 2023

Feb 27, 2024
BUY
$81.2 - $91.96 $7,632 - $8,644
94 Added 63.51%
242 $20,000
Q3 2023

Nov 15, 2023
SELL
$79.09 - $93.36 $5,615 - $6,628
-71 Reduced 32.42%
148 $13,000
Q2 2023

Jul 26, 2023
BUY
$76.59 - $87.23 $6,969 - $7,937
91 Added 71.09%
219 $17,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $76 - $94
1 Added 0.79%
128 $11,000
Q3 2022

Nov 02, 2022
SELL
$67.49 - $84.09 $67,490 - $84,090
-1,000 Reduced 88.73%
127 $9,000
Q2 2022

Aug 12, 2022
SELL
$70.66 - $92.28 $1,059 - $1,384
-15 Reduced 1.31%
1,127 $81,000
Q1 2022

May 27, 2022
BUY
$57.22 - $78.75 $62,198 - $85,601
1,087 Added 1976.36%
1,142 $87,000
Q4 2021

May 17, 2022
BUY
$53.01 - $59.14 $2,915 - $3,252
55 New
55 $3,000

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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