Oak Harbor Wealth Partners, LLC Energy Sector Spdr Transaction History

Oak Harbor Wealth Partners, LLC

  • $340 Million
  • Q4 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 2,423 shares of XLE stock, worth $220,323. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,423
Previous 2,102 15.27%
Holding current value
$220,323
Previous $184,000 12.5%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Feb 07, 2025
BUY
$83.32 - $97.27 $26,745 - $31,223
321 Added 15.27%
2,423 $207,000
Q3 2024

Nov 06, 2024
SELL
$84.35 - $93.39 $9,953 - $11,020
-118 Reduced 5.32%
2,102 $184,000
Q2 2024

Jul 18, 2024
SELL
$88.04 - $98.08 $10,564 - $11,769
-120 Reduced 5.13%
2,220 $202,000
Q1 2024

Apr 23, 2024
BUY
$79.91 - $94.41 $70,400 - $83,175
881 Added 60.38%
2,340 $220,000
Q4 2023

Feb 09, 2024
BUY
$81.2 - $91.96 $17,701 - $20,047
218 Added 17.57%
1,459 $122,000
Q3 2023

Oct 19, 2023
BUY
$79.09 - $93.36 $8,858 - $10,456
112 Added 9.92%
1,241 $112,000
Q1 2023

Apr 24, 2023
BUY
$76.97 - $93.11 $14,162 - $17,132
184 Added 19.47%
1,129 $93,000
Q4 2022

Jan 18, 2023
BUY
$76.09 - $94.08 $19,022 - $23,520
250 Added 35.97%
945 $0
Q1 2022

May 11, 2022
BUY
$57.22 - $78.75 $28,610 - $39,375
500 Added 256.41%
695 $53,000
Q4 2021

Feb 17, 2022
BUY
$53.01 - $59.14 $10,336 - $11,532
195 New
195 $11,000

Others Institutions Holding XLE

# of Institutions
2,171
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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