Ica Group Wealth Management, LLC Energy Sector Spdr Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 2,898 shares of XLE stock, worth $269,021. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,898
Previous 11,072 73.83%
Holding current value
$269,021
Previous $1.05 Million 74.74%
% of portfolio
0.16%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$88.04 - $98.08 $719,638 - $801,705
-8,174 Reduced 73.83%
2,898 $264,000
Q1 2024

May 14, 2024
BUY
$79.91 - $94.41 $198,096 - $234,042
2,479 Added 28.85%
11,072 $1.05 Million
Q4 2023

Mar 07, 2024
BUY
$81.2 - $91.96 $233,856 - $264,844
2,880 Added 50.41%
8,593 $720,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $54,018 - $63,764
683 Added 13.58%
5,713 $516,000
Q2 2023

Aug 11, 2023
SELL
$76.59 - $87.23 $27,266 - $31,053
-356 Reduced 6.61%
5,030 $408,000
Q1 2023

May 12, 2023
SELL
$76.97 - $93.11 $103,755 - $125,512
-1,348 Reduced 20.02%
5,386 $446,000
Q4 2022

Feb 14, 2023
SELL
$76.09 - $94.08 $22,066 - $27,283
-290 Reduced 4.13%
6,734 $589,000
Q3 2022

Nov 10, 2022
SELL
$67.49 - $84.09 $3,914 - $4,877
-58 Reduced 0.82%
7,024 $506,000
Q2 2022

Oct 03, 2022
SELL
$70.66 - $92.28 $38,863 - $50,754
-550 Reduced 7.21%
7,082 $563,000
Q1 2022

Oct 03, 2022
BUY
$57.22 - $78.75 $436,703 - $601,020
7,632 New
7,632 $682,000

Others Institutions Holding XLE

# of Institutions
2,180
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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