Independent Wealth Network Inc. Energy Sector Spdr Transaction History

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 9,524 shares of XLE stock, worth $806,111. This represents 0.38% of its overall portfolio holdings.

Number of Shares
9,524
Previous 31,144 69.42%
Holding current value
$806,111
Previous $2.84 Million 70.54%
% of portfolio
0.38%
Previous 1.36%

Shares

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

Oct 15, 2024
SELL
$84.35 - $93.39 $1.82 Million - $2.02 Million
-21,620 Reduced 69.42%
9,524 $836,000
Q2 2024

Jul 18, 2024
BUY
$88.04 - $98.08 $86,015 - $95,824
977 Added 3.24%
31,144 $2.84 Million
Q1 2024

May 20, 2024
BUY
$79.91 - $94.41 $2.41 Million - $2.85 Million
30,167 New
30,167 $2.85 Million
Q4 2023

Jan 12, 2024
BUY
$81.2 - $91.96 $454,720 - $514,975
5,600 Added 22.84%
30,116 $2.52 Million
Q3 2023

Oct 11, 2023
BUY
$79.09 - $93.36 $255,618 - $301,739
3,232 Added 15.19%
24,516 $2.22 Million
Q2 2023

Jul 12, 2023
BUY
$76.59 - $87.23 $671,847 - $765,181
8,772 Added 70.11%
21,284 $1.73 Million
Q1 2023

Apr 18, 2023
BUY
$76.97 - $93.11 $436,804 - $528,399
5,675 Added 83.0%
12,512 $1.04 Million
Q4 2022

Jan 25, 2023
BUY
$76.09 - $94.08 $171,278 - $211,774
2,251 Added 49.08%
6,837 $0
Q3 2022

Oct 17, 2022
SELL
$67.49 - $84.09 $113,180 - $141,018
-1,677 Reduced 26.78%
4,586 $330,000
Q2 2022

Jul 26, 2022
SELL
$70.66 - $92.28 $9,468 - $12,365
-134 Reduced 2.09%
6,263 $448,000
Q1 2022

Apr 20, 2022
BUY
$57.22 - $78.75 $117,987 - $162,382
2,062 Added 47.57%
6,397 $489,000
Q4 2021

Feb 10, 2022
BUY
$53.01 - $59.14 $229,798 - $256,371
4,335 New
4,335 $241,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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