Iron Horse Wealth Management, LLC Energy Sector Spdr Transaction History

Iron Horse Wealth Management, LLC

  • $323 Million
  • Q2 2025

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 76 shares of XLE stock, worth $6,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Previous 76 -0.0%
Holding current value
$6,993
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$85.7 - $93.96 $12,426 - $13,624
-145 Reduced 65.61%
76 $7,000
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
2,131
Shares Held
219M
Call Options Held
57.3M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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