Mission Wealth Management, LP Energy Sector Spdr Transaction History

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Energy Sector Spdr stock. As of the latest transaction made, Mission Wealth Management, LP holds 19,703 shares of XLE stock, worth $1.81 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,703
Previous 21,298 7.49%
Holding current value
$1.81 Million
Previous $1.87 Million 9.74%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$83.32 - $97.27 $132,895 - $155,145
-1,595 Reduced 7.49%
19,703 $1.69 Million
Q3 2024

Oct 31, 2024
SELL
$84.35 - $93.39 $65,033 - $72,003
-771 Reduced 3.49%
21,298 $1.87 Million
Q2 2024

Aug 02, 2024
BUY
$88.04 - $98.08 $40,762 - $45,411
463 Added 2.14%
22,069 $2.01 Million
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $71,039 - $83,930
889 Added 4.29%
21,606 $2.04 Million
Q4 2023

Feb 05, 2024
SELL
$81.2 - $91.96 $61,955 - $70,165
-763 Reduced 3.55%
20,717 $1.74 Million
Q3 2023

Oct 23, 2023
BUY
$79.09 - $93.36 $49,114 - $57,976
621 Added 2.98%
21,480 $1.94 Million
Q2 2023

Aug 04, 2023
BUY
$76.59 - $87.23 $158,005 - $179,955
2,063 Added 10.98%
20,859 $1.69 Million
Q1 2023

Apr 07, 2023
BUY
$76.97 - $93.11 $1.06 Million - $1.28 Million
13,730 Added 271.02%
18,796 $1.56 Million
Q4 2022

Feb 02, 2023
BUY
$76.09 - $94.08 $148,984 - $184,208
1,958 Added 63.0%
5,066 $443,000
Q3 2022

Oct 12, 2022
BUY
$67.49 - $84.09 $1,282 - $1,597
19 Added 0.62%
3,108 $224,000
Q2 2022

Jul 27, 2022
BUY
$70.66 - $92.28 $6,500 - $8,489
92 Added 3.07%
3,089 $221,000
Q1 2022

Apr 25, 2022
BUY
$57.22 - $78.75 $171,488 - $236,013
2,997 New
2,997 $229,000

Others Institutions Holding XLE

# of Institutions
2,168
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
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