Peterson Wealth Management Energy Sector Spdr Transaction History

Peterson Wealth Management

$161 Million
Q2 2024

A detailed history of Peterson Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 4,065 shares of XLE stock, worth $357,679. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,065

Previous 4,035 0.74%

Holding current value

$357,679

Previous $380,000 2.63%

% of portfolio

0.23%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$88.04 - $98.08 $2,641 - $2,942	30 Added 0.74%	4,065 $370,000
Q1 2024 May 15, 2024	BUY	$79.91 - $94.41 $4,794 - $5,664	60 Added 1.51%	4,035 $380,000
Q4 2023 Feb 22, 2024	BUY	$81.2 - $91.96 $62,442 - $70,717	769 Added 23.99%	3,975 $333,000
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $253,562 - $299,312	3,206 New	3,206 $289,000
Q2 2023 Aug 17, 2023	SELL	$76.59 - $87.23 $186,496 - $212,405	-2,435 Closed	0 $0
Q1 2023 Aug 17, 2023	SELL	$76.97 - $93.11 $4,079 - $4,934	-53 Reduced 2.13%	2,435 $201,000
Q4 2022 Feb 07, 2023	SELL	$76.09 - $94.08 $89,025 - $110,073	-1,170 Reduced 31.98%	2,488 $217,000
Q3 2022 Oct 13, 2022	BUY	$67.49 - $84.09 $246,878 - $307,601	3,658 New	3,658 $263,000

Others Institutions Holding XLE

# of Institutions

2,042

Shares Held

237M

Call Options Held

47.3M

Put Options Held

75.6M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Management with notifications on news.

Account

Peterson Wealth Management Energy Sector Spdr Transaction History