Doyle Wealth Management Energy Sector Spdr Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Doyle Wealth Management holds 211,960 shares of XLE stock, worth $18.2 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

211,960

Previous 218,931 3.18%

Holding current value

$18.2 Million

Previous $15.7 Million 2.5%

% of portfolio

1.31%

Previous 1.26%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	SELL	$67.49 - $84.09 $470,472 - $586,191	-6,971 Reduced 3.18%	211,960 $15.3 Million
Q2 2022 Aug 10, 2022	SELL	$70.66 - $92.28 $454,273 - $593,268	-6,429 Reduced 2.85%	218,931 $15.7 Million
Q1 2022 May 13, 2022	SELL	$57.22 - $78.75 $212,686 - $292,713	-3,717 Reduced 1.62%	225,360 $17.2 Million
Q4 2021 Feb 11, 2022	SELL	$53.01 - $59.14 $194,281 - $216,748	-3,665 Reduced 1.57%	229,077 $0
Q3 2021 Nov 12, 2021	SELL	$45.79 - $54.81 $167,270 - $200,220	-3,653 Reduced 1.55%	232,742 $12.1 Million
Q2 2021 Aug 03, 2021	SELL	$47.07 - $56.19 $1,741 - $2,079	-37 Reduced 0.02%	236,395 $12.7 Million
Q1 2021 May 07, 2021	BUY	$37.96 - $53.57 $64,228 - $90,640	1,692 Added 0.72%	236,432 $11.6 Million
Q4 2020 Feb 04, 2021	SELL	$27.71 - $41.6 $298,076 - $447,491	-10,757 Reduced 4.38%	234,740 $8.9 Million
Q3 2020 Nov 13, 2020	BUY	$29.95 - $38.58 $344,574 - $443,862	11,505 Added 4.92%	245,497 $7.35 Million
Q2 2020 Aug 06, 2020	BUY	$27.62 - $46.86 $3.79 Million - $6.44 Million	137,360 Added 142.15%	233,992 $8.86 Million
Q1 2020 Apr 29, 2020	BUY	$23.57 - $60.87 $2.28 Million - $5.88 Million	96,632 New	96,632 $2.81 Million
Q3 2019 Nov 05, 2019	SELL	$59.2 - $63.13 $159,603 - $170,198	-2,696 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	2,696 New	2,696 $172,000
Q1 2019 May 13, 2019	SELL	N/A	-4,320 Closed	0 $0
Q4 2018 Feb 08, 2019	SELL	N/A	-747 Reduced 14.74%	4,320 $248,000
Q3 2018 Nov 08, 2018	BUY	N/A	18 Added 0.36%	5,067 $384,000
Q2 2018 Aug 08, 2018	BUY	N/A	1,398 Added 38.29%	5,049 $383,000
Q1 2018 May 11, 2018	SELL	N/A	-196 Reduced 5.09%	3,651 $246,000
Q4 2017 Feb 07, 2018	SELL	N/A	-136 Reduced 3.41%	3,847 $278,000
Q3 2017 Oct 25, 2017	BUY	N/A	3,983	3,983 $273,000

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

Ticker XLE
Sector ETFs
Industry ETFs

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Doyle Wealth Management Energy Sector Spdr Transaction History