Pcg Wealth Advisors, LLC Energy Sector Spdr Transaction History

Pcg Wealth Advisors, LLC

$257 Million
Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 26,183 shares of XLE stock, worth $2.28 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

26,183

Previous 26,455 1.03%

Holding current value

$2.28 Million

Previous $2.32 Million 3.45%

% of portfolio

0.87%

Previous 0.94%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$83.32 - $97.27 $22,663 - $26,457	-272 Reduced 1.03%	26,183 $2.24 Million
Q3 2024 Oct 15, 2024	SELL	$84.35 - $93.39 $3,120 - $3,455	-37 Reduced 0.14%	26,455 $2.32 Million
Q2 2024 Jul 15, 2024	BUY	$88.04 - $98.08 $188,581 - $210,087	2,142 Added 8.8%	26,492 $2.41 Million
Q1 2024 Apr 19, 2024	SELL	$79.91 - $94.41 $107,798 - $127,359	-1,349 Reduced 5.25%	24,350 $2.3 Million
Q4 2023 Jan 29, 2024	SELL	$81.2 - $91.96 $1.22 Million - $1.38 Million	-15,001 Reduced 36.86%	25,699 $2.15 Million
Q3 2023 Oct 19, 2023	SELL	$79.09 - $93.36 $14,078 - $16,618	-178 Reduced 0.44%	40,700 $3.68 Million
Q2 2023 Jul 20, 2023	SELL	$76.59 - $87.23 $1.31 Million - $1.49 Million	-17,077 Reduced 29.47%	40,878 $3.32 Million
Q1 2023 May 08, 2023	BUY	$76.97 - $93.11 $167,409 - $202,514	2,175 Added 3.9%	57,955 $4.8 Million
Q4 2022 Feb 13, 2023	BUY	$76.09 - $94.08 $4.24 Million - $5.25 Million	55,780 New	55,780 $4.88 Million

Others Institutions Holding XLE

# of Institutions

2,178

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Pcg Wealth Advisors, LLC Energy Sector Spdr Transaction History