Redwood Wealth Management Group, LLC Energy Sector Spdr Transaction History

Redwood Wealth Management Group, LLC

  • $202 Billion
  • Q3 2024

A detailed history of Redwood Wealth Management Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 4,825 shares of XLE stock, worth $408,050. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,825
Previous 1,038 364.84%
Holding current value
$408,050
Previous $94.6 Million 347.75%
% of portfolio
0.21%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$84.35 - $93.39 $319,433 - $353,667
3,787 Added 364.84%
4,825 $424 Million
Q2 2024

Aug 09, 2024
BUY
$88.04 - $98.08 $91,385 - $101,807
1,038 New
1,038 $94.6 Million
Q4 2023

Jan 25, 2024
BUY
$81.2 - $91.96 $30,450 - $34,485
375 Added 11.09%
3,756 $315 Million
Q3 2023

Oct 18, 2023
SELL
$79.09 - $93.36 $7,197 - $8,495
-91 Reduced 2.62%
3,381 $306 Million
Q1 2023

Apr 19, 2023
SELL
$76.97 - $93.11 $2,001 - $2,420
-26 Reduced 0.74%
3,472 $288 Million
Q4 2022

Feb 01, 2023
BUY
$76.09 - $94.08 $266,162 - $329,091
3,498 New
3,498 $306 Million

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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