A detailed history of Loveless Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Loveless Wealth Management LLC holds 17,024 shares of XLE stock, worth $1.44 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
17,024
Previous 16,004 6.37%
Holding current value
$1.44 Million
Previous $1.22 Million 0.49%
% of portfolio
0.8%
Previous 0.69%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

BUY
$70.66 - $92.28 $72,073 - $94,125
1,020 Added 6.37%
17,024 $1.22 Million
Q1 2022

May 11, 2022

BUY
$57.22 - $78.75 $86,116 - $118,518
1,505 Added 10.38%
16,004 $1.22 Million
Q4 2021

Feb 14, 2022

BUY
$53.01 - $59.14 $51,525 - $57,484
972 Added 7.19%
14,499 $805,000
Q3 2021

Nov 12, 2021

BUY
$45.79 - $54.81 $26,329 - $31,515
575 Added 4.44%
13,527 $705,000
Q2 2021

Jul 28, 2021

BUY
$47.07 - $56.19 $38,126 - $45,513
810 Added 6.67%
12,952 $698,000
Q1 2021

May 03, 2021

BUY
$37.96 - $53.57 $75,502 - $106,550
1,989 Added 19.59%
12,142 $596,000
Q4 2020

Jan 27, 2021

BUY
$27.71 - $41.6 $15,101 - $22,672
545 Added 5.67%
10,153 $385,000
Q3 2020

Oct 14, 2020

BUY
$29.95 - $38.58 $27,733 - $35,725
926 Added 10.67%
9,608 $288,000
Q2 2020

Aug 10, 2020

BUY
$27.62 - $46.86 $32,094 - $54,451
1,162 Added 15.45%
8,682 $329,000
Q1 2020

Apr 20, 2020

BUY
$23.57 - $60.87 $36,533 - $94,348
1,550 Added 25.96%
7,520 $219,000
Q4 2019

Jan 23, 2020

BUY
$55.9 - $61.99 $333,723 - $370,080
5,970 New
5,970 $361,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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