A detailed history of Resolute Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Resolute Wealth Strategies, LLC holds 4,604 shares of XLE stock, worth $405,105. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,604
Previous 4,644 0.86%
Holding current value
$405,105
Previous $438 Million 4.29%
% of portfolio
0.24%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$88.04 - $98.08 $3,521 - $3,923
-40 Reduced 0.86%
4,604 $420 Million
Q1 2024

May 14, 2024

BUY
$79.91 - $94.41 $1,038 - $1,227
13 Added 0.28%
4,644 $438 Million
Q4 2023

Feb 06, 2024

SELL
$81.2 - $91.96 $20,787 - $23,541
-256 Reduced 5.24%
4,631 $388 Million
Q3 2023

Nov 13, 2023

BUY
$79.09 - $93.36 $37,330 - $44,065
472 Added 10.69%
4,887 $442 Million
Q2 2023

Aug 08, 2023

BUY
$76.59 - $87.23 $1,072 - $1,221
14 Added 0.32%
4,415 $358 Million
Q1 2023

May 04, 2023

BUY
$76.97 - $93.11 $338,744 - $409,777
4,401 New
4,401 $365 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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