Catalyst Wealth Management, LLC Energy Sector Spdr Transaction History

Catalyst Wealth Management, LLC

  • $107 Billion
  • Q1 2023

A detailed history of Catalyst Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 23,953 shares of XLE stock, worth $2.22 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
23,953
Previous 24,867 3.68%
Holding current value
$2.22 Million
Previous $2.18 Billion 8.79%
% of portfolio
1.86%
Previous 2.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 11, 2023
SELL
$76.97 - $93.11 $70,350 - $85,102
-914 Reduced 3.68%
23,953 $1.98 Billion
Q4 2022

Jan 26, 2023
BUY
$76.09 - $94.08 $1.89 Million - $2.34 Million
24,867 New
24,867 $2.18 Billion

Others Institutions Holding XLE

# of Institutions
2,168
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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