Carolinas Wealth Consulting LLC Energy Sector Spdr Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,920 shares of XLE stock, worth $174,720. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,920
Previous 1,938 0.93%
Holding current value
$174,720
Previous $170,000 3.53%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 26, 2025
SELL
$83.32 - $97.27 $1,499 - $1,750
-18 Reduced 0.93%
1,920 $164,000
Q3 2024

Nov 12, 2024
BUY
$84.35 - $93.39 $2,867 - $3,175
34 Added 1.79%
1,938 $170,000
Q2 2024

Aug 12, 2024
SELL
$88.04 - $98.08 $43,931 - $48,941
-499 Reduced 20.77%
1,904 $173,000
Q1 2024

May 14, 2024
BUY
$79.91 - $94.41 $108,757 - $128,492
1,361 Added 130.61%
2,403 $226,000
Q4 2023

Feb 13, 2024
BUY
$81.2 - $91.96 $730 - $827
9 Added 0.87%
1,042 $87,000
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $553 - $653
7 Added 0.68%
1,033 $93,000
Q2 2023

Aug 14, 2023
BUY
$76.59 - $87.23 $612 - $697
8 Added 0.79%
1,026 $83,000
Q1 2023

May 15, 2023
SELL
$76.97 - $93.11 $22,398 - $27,095
-291 Reduced 22.23%
1,018 $84,000
Q4 2022

Feb 14, 2023
SELL
$76.09 - $94.08 $132,548 - $163,887
-1,742 Reduced 57.1%
1,309 $114,000
Q2 2022

Aug 16, 2022
SELL
$70.66 - $92.28 $92,493 - $120,794
-1,309 Reduced 30.02%
3,051 $218,000
Q1 2022

May 17, 2022
SELL
$57.22 - $78.75 $79,936 - $110,013
-1,397 Reduced 24.27%
4,360 $333,000
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $3,710 - $4,139
70 Added 1.23%
5,757 $320,000
Q3 2021

Nov 15, 2021
BUY
$45.79 - $54.81 $3,022 - $3,617
66 Added 1.17%
5,687 $296,000
Q2 2021

Aug 17, 2021
SELL
$47.07 - $56.19 $15,486 - $18,486
-329 Reduced 5.53%
5,621 $303,000
Q1 2021

May 17, 2021
BUY
$37.96 - $53.57 $2,163 - $3,053
57 Added 0.97%
5,950 $292,000
Q4 2020

Feb 16, 2021
BUY
$27.71 - $41.6 $11,305 - $16,972
408 Added 7.44%
5,893 $223,000
Q3 2020

Nov 12, 2020
SELL
$29.95 - $38.58 $79,307 - $102,159
-2,648 Reduced 32.56%
5,485 $164,000
Q2 2020

Aug 13, 2020
BUY
$27.62 - $46.86 $190,246 - $322,771
6,888 Added 553.25%
8,133 $308,000
Q1 2020

May 11, 2020
BUY
$23.57 - $60.87 $29,344 - $75,783
1,245 New
1,245 $36,000

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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