Black Diamond Wealth Management Inc. Energy Sector Spdr Transaction History

Black Diamond Wealth Management Inc.

  • $145 Million
  • Q4 2024

A detailed history of Black Diamond Wealth Management Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 3,239 shares of XLE stock, worth $290,343. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,239
Previous 3,281 1.28%
Holding current value
$290,343
Previous $288,000 3.82%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Feb 10, 2025
SELL
$83.32 - $97.27 $3,499 - $4,085
-42 Reduced 1.28%
3,239 $277,000
Q3 2024

Nov 14, 2024
SELL
$84.35 - $93.39 $62,418 - $69,108
-740 Reduced 18.4%
3,281 $288,000
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $67,350 - $75,031
765 Added 23.5%
4,021 $366,000
Q1 2024

May 13, 2024
BUY
$79.91 - $94.41 $14,064 - $16,616
176 Added 5.71%
3,256 $307,000
Q4 2023

Feb 09, 2024
SELL
$81.2 - $91.96 $68,370 - $77,430
-842 Reduced 21.47%
3,080 $258,000
Q3 2023

Nov 01, 2023
BUY
$79.09 - $93.36 $310,190 - $366,157
3,922 New
3,922 $354,000
Q4 2022

Jan 17, 2023
SELL
$76.09 - $94.08 $39,718 - $49,109
-522 Reduced 15.02%
2,954 $0
Q3 2022

Oct 26, 2022
SELL
$67.49 - $84.09 $590,470 - $735,703
-8,749 Reduced 71.57%
3,476 $304,000
Q2 2022

Jul 22, 2022
SELL
$70.66 - $92.28 $432,156 - $564,384
-6,116 Reduced 33.35%
12,225 $893,000
Q1 2022

May 04, 2022
SELL
$57.22 - $78.75 $60,252 - $82,923
-1,053 Reduced 5.43%
18,341 $1.4 Million
Q4 2021

Feb 08, 2022
BUY
$53.01 - $59.14 $1.03 Million - $1.15 Million
19,394 New
19,394 $1.08 Million

Others Institutions Holding XLE

# of Institutions
2,172
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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