Icapital Wealth LLC Energy Sector Spdr Transaction History

Icapital Wealth LLC

  • $169 Million
  • Q4 2024

A detailed history of Icapital Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Icapital Wealth LLC holds 2,777 shares of XLE stock, worth $252,707. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,777
Previous 2,777 -0.0%
Holding current value
$252,707
Previous $243,000 2.47%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Aug 02, 2024
BUY
$88.04 - $98.08 $244,487 - $272,368
2,777 New
2,777 $253,000
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $275,937 - $333,799
3,585 New
3,585 $296,000
Q2 2022

Aug 11, 2022
SELL
$70.66 - $92.28 $692,750 - $904,713
-9,804 Closed
0 $0
Q1 2022

Apr 12, 2022
BUY
$57.22 - $78.75 $143,050 - $196,875
2,500 Added 34.23%
9,804 $0
Q4 2021

Feb 15, 2022
BUY
$53.01 - $59.14 $387,185 - $431,958
7,304 New
7,304 $405,000

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

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Icapital Wealth LLC Portfolio

Follow Icapital Wealth 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 Icapital Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icapital Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email