A detailed history of Fwl Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fwl Investment Management, LLC holds 243 shares of XLE stock, worth $21,478. This represents 0.01% of its overall portfolio holdings.

Number of Shares
243
Previous 6,515 96.27%
Holding current value
$21,478
Previous $593,000 96.46%
% of portfolio
0.01%
Previous 0.3%

Shares

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

Nov 14, 2024

SELL
$84.35 - $93.39 $529,043 - $585,742
-6,272 Reduced 96.27%
243 $21,000
Q2 2024

Aug 13, 2024

SELL
$88.04 - $98.08 $53,352 - $59,436
-606 Reduced 8.51%
6,515 $593,000
Q1 2024

May 13, 2024

SELL
$79.91 - $94.41 $118,666 - $140,198
-1,485 Reduced 17.26%
7,121 $672,000
Q4 2023

Feb 13, 2024

BUY
$81.2 - $91.96 $675,502 - $765,015
8,319 Added 2898.61%
8,606 $721,000
Q3 2023

Nov 13, 2023

BUY
$79.09 - $93.36 $22,698 - $26,794
287 New
287 $25,000
Q1 2023

May 10, 2023

BUY
$76.97 - $93.11 $204,586 - $247,486
2,658 Added 7.16%
39,758 $3.29 Million
Q4 2022

Feb 14, 2023

BUY
$76.09 - $94.08 $2.81 Million - $3.48 Million
36,947 Added 24148.37%
37,100 $3.25 Million
Q3 2022

Nov 14, 2022

BUY
$67.49 - $84.09 $10,325 - $12,865
153 New
153 $11,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Fwl Investment Management, LLC Portfolio

Follow Fwl Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fwl Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fwl Investment Management, LLC with notifications on news.