Moulton Wealth Management, Inc Energy Sector Spdr Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 19,779 shares of XLE stock, worth $1.77 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
19,779
Previous 20,565 3.82%
Holding current value
$1.77 Million
Previous $1.81 Million 6.15%
% of portfolio
1.32%
Previous 1.53%

Shares

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

Jan 16, 2025
SELL
$83.32 - $97.27 $65,489 - $76,454
-786 Reduced 3.82%
19,779 $1.69 Million
Q3 2024

Oct 17, 2024
SELL
$84.35 - $93.39 $1.74 Million - $1.93 Million
-20,634 Reduced 50.08%
20,565 $1.81 Million
Q2 2024

Jul 16, 2024
SELL
$88.04 - $98.08 $60,835 - $67,773
-691 Reduced 1.65%
41,199 $3.76 Million
Q1 2024

Apr 10, 2024
BUY
$79.91 - $94.41 $3.35 Million - $3.95 Million
41,890 New
41,890 $3.95 Million
Q3 2023

Oct 11, 2023
BUY
$79.09 - $93.36 $1.87 Million - $2.21 Million
23,627 New
23,627 $2.14 Million
Q3 2021

Oct 12, 2021
SELL
$45.79 - $54.81 $4.68 Million - $5.6 Million
-102,105 Closed
0 $0
Q2 2021

Jul 20, 2021
SELL
$47.07 - $56.19 $2.13 Million - $2.55 Million
-45,345 Reduced 30.75%
102,105 $5.5 Million
Q1 2021

Apr 08, 2021
BUY
$37.96 - $53.57 $1.4 Million - $1.97 Million
36,819 Added 33.28%
147,450 $7.22 Million
Q4 2020

Jan 12, 2021
BUY
$27.71 - $41.6 $3.07 Million - $4.6 Million
110,631 New
110,631 $4.65 Million
Q1 2020

Apr 13, 2020
SELL
$23.57 - $60.87 $2.63 Million - $6.79 Million
-111,604 Closed
0 $0
Q4 2019

Jan 08, 2020
BUY
$55.9 - $61.99 $6.24 Million - $6.92 Million
111,604 New
111,604 $6.74 Million

Others Institutions Holding XLE

# of Institutions
2,172
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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