Iag Wealth Partners, LLC Energy Sector Spdr Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 309 shares of XLE stock, worth $27,312. This represents 0.01% of its overall portfolio holdings.

Number of Shares

309

Previous 447 30.87%

Holding current value

$27,312

Previous $40,000 32.5%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$84.35 - $93.39 $11,640 - $12,887	-138 Reduced 30.87%	309 $27,000
Q1 2024 Apr 24, 2024	SELL	$79.91 - $94.41 $7,991 - $9,441	-100 Reduced 18.28%	447 $42,000
Q4 2023 Feb 02, 2024	BUY	$81.2 - $91.96 $32,480 - $36,784	400 Added 272.11%	547 $45,000
Q2 2023 Aug 10, 2023	BUY	$76.59 - $87.23 $6,586 - $7,501	86 Added 140.98%	147 $11,000
Q1 2023 Apr 25, 2023	SELL	$76.97 - $93.11 $1,308 - $1,582	-17 Reduced 21.79%	61 $5,000
Q4 2022 Feb 08, 2023	BUY	$76.09 - $94.08 $5,250 - $6,491	69 Added 766.67%	78 $6,000
Q2 2020 Feb 11, 2021	BUY	$27.62 - $46.86 $248 - $421	9 New	9 $1,000
Q1 2020 Feb 11, 2021	SELL	$23.57 - $60.87 $1,414 - $3,652	-60 Closed	0 $0
Q4 2019 Feb 11, 2021	BUY	$55.9 - $61.99 $3,354 - $3,719	60 New	60 $4,000

Others Institutions Holding XLE

# of Institutions

2,028

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Iag Wealth Partners, LLC Energy Sector Spdr Transaction History