Iron Horse Wealth Management, LLC Energy Sector Spdr Transaction History

Iron Horse Wealth Management, LLC

  • $276 Million
  • Q4 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 221 shares of XLE stock, worth $19,368. This represents 0.01% of its overall portfolio holdings.

Number of Shares
221
Previous 221 -0.0%
Holding current value
$19,368
Previous $19,000 5.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2024
BUY
$84.35 - $93.39 $18,641 - $20,639
221 New
221 $19,000
Q4 2023

Jan 22, 2024
BUY
$81.2 - $91.96 $406 - $459
5 New
5 $0
Q4 2022

Jan 19, 2023
BUY
$76.09 - $94.08 $2,587 - $3,198
34 Added 1700.0%
36 $3,000
Q3 2022

Oct 12, 2022
SELL
$67.49 - $84.09 $1,349 - $1,681
-20 Reduced 90.91%
2 $0
Q2 2022

Aug 04, 2022
BUY
$70.66 - $92.28 $1,554 - $2,030
22 New
22 $2,000

Others Institutions Holding XLE

# of Institutions
2,070
Shares Held
234M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, 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 Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email