Concord Wealth Partners Energy Sector Spdr Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Concord Wealth Partners holds 51 shares of XLE stock, worth $4,316. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51
Previous 56 8.93%
Holding current value
$4,316
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024
SELL
$84.35 - $93.39 $421 - $466
-5 Reduced 8.93%
51 $4,000
Q1 2024

Apr 30, 2024
SELL
$79.91 - $94.41 $1,598 - $1,888
-20 Reduced 26.32%
56 $5,000
Q4 2023

Apr 30, 2024
SELL
$81.2 - $91.96 $2,679 - $3,034
-33 Reduced 30.28%
76 $6,000
Q4 2023

Feb 05, 2024
SELL
$81.2 - $91.96 $2,679 - $3,034
-33 Reduced 30.28%
76 $6,000
Q3 2023

Apr 30, 2024
BUY
$79.09 - $93.36 $2,609 - $3,080
33 Added 43.42%
109 $9,000
Q3 2023

Oct 25, 2023
SELL
$79.09 - $93.36 $2,214 - $2,614
-28 Reduced 20.44%
109 $9,000
Q2 2023

Aug 07, 2023
SELL
$76.59 - $87.23 $612 - $697
-8 Reduced 5.52%
137 $11,000
Q1 2023

Apr 26, 2023
SELL
$76.97 - $93.11 $28,632 - $34,636
-372 Reduced 71.95%
145 $12,000
Q4 2022

Jan 27, 2023
BUY
$76.09 - $94.08 $39,338 - $48,639
517 New
517 $45,000
Q1 2022

Apr 20, 2022
SELL
$57.22 - $78.75 $11,901 - $16,380
-208 Reduced 42.89%
277 $21,000
Q4 2021

Jan 21, 2022
BUY
$53.01 - $59.14 $20,832 - $23,242
393 Added 427.17%
485 $27,000
Q3 2021

Nov 09, 2021
SELL
$45.79 - $54.81 $3,388 - $4,055
-74 Reduced 44.58%
92 $5,000
Q2 2021

Jul 29, 2021
SELL
$47.07 - $56.19 $6,448 - $7,698
-137 Reduced 45.21%
166 $9,000
Q1 2021

May 13, 2021
SELL
$37.96 - $53.57 $9,300 - $13,124
-245 Reduced 44.71%
303 $15,000
Q4 2020

Feb 16, 2021
BUY
$27.71 - $41.6 $15,185 - $22,796
548 New
548 $21,000

Others Institutions Holding XLE

# of Institutions
2,027
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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