Intercontinental Wealth Advisors, LLC Energy Sector Spdr Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 3,127 shares of XLE stock, worth $289,028. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,127
Previous 3,168 1.29%
Holding current value
$289,028
Previous $262,000 3.44%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
SELL
$76.59 - $87.23 $3,140 - $3,576
-41 Reduced 1.29%
3,127 $253,000
Q1 2023

May 03, 2023
SELL
$76.97 - $93.11 $153,555 - $185,754
-1,995 Reduced 38.64%
3,168 $262,000
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $29,142 - $36,032
383 Added 8.01%
5,163 $451,000
Q3 2022

Nov 10, 2022
BUY
$67.49 - $84.09 $11,878 - $14,799
176 Added 3.82%
4,780 $344,000
Q2 2022

Aug 05, 2022
BUY
$70.66 - $92.28 $14,132 - $18,456
200 Added 4.54%
4,604 $329,000
Q1 2022

May 09, 2022
SELL
$57.22 - $78.75 $9,155 - $12,600
-160 Reduced 3.51%
4,404 $337,000
Q4 2021

Feb 08, 2022
BUY
$53.01 - $59.14 $207,958 - $232,006
3,923 Added 612.01%
4,564 $253,000
Q3 2020

Jan 19, 2021
BUY
$29.95 - $38.58 $29 - $38
1 Added 0.16%
643 $38,000
Q2 2020

Jan 19, 2021
BUY
$27.62 - $46.86 $17,732 - $30,084
642 New
642 $41,000
Q1 2020

Jan 19, 2021
BUY
$23.57 - $60.87 $15,108 - $39,017
641 New
641 $42,000
Q4 2019

Feb 07, 2020
SELL
$55.9 - $61.99 $7,155 - $7,934
-128 Reduced 19.91%
515 $28,000
Q3 2019

Oct 09, 2019
BUY
$59.2 - $63.13 $59 - $63
1 Added 0.16%
643 $38,000
Q2 2019

Aug 02, 2019
SELL
N/A
-641 Closed
0 $0
Q4 2018

Jan 31, 2019
BUY
N/A
641 New
641 $37,000

Others Institutions Holding XLE

# of Institutions
2,179
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 Intercontinental Wealth Advisors, LLC Portfolio

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

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email