Soa Wealth Advisors, Llc. Energy Sector Spdr Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 187 shares of XLE stock, worth $15,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares
187
Previous 187 -0.0%
Holding current value
$15,827
Previous $16,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024
BUY
$84.35 - $93.39 $168 - $186
2 Added 1.08%
187 $16,000
Q2 2024

Jul 17, 2024
BUY
$88.04 - $98.08 $88 - $98
1 Added 0.54%
185 $16,000
Q1 2024

Apr 10, 2024
BUY
$79.91 - $94.41 $159 - $188
2 Added 1.1%
184 $17,000
Q4 2023

Jan 10, 2024
SELL
$81.2 - $91.96 $568 - $643
-7 Reduced 3.7%
182 $15,000
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $790 - $933
10 Added 5.59%
189 $17,000
Q2 2023

Jul 07, 2023
BUY
$76.59 - $87.23 $76 - $87
1 Added 0.56%
179 $14,000
Q1 2023

Apr 28, 2023
BUY
$76.97 - $93.11 $153 - $186
2 Added 1.14%
178 $14,000
Q4 2022

Jan 10, 2023
SELL
$76.09 - $94.08 $7,152 - $8,843
-94 Reduced 34.81%
176 $0
Q3 2022

Oct 07, 2022
BUY
$67.49 - $84.09 $269 - $336
4 Added 1.5%
270 $19,000
Q2 2022

Jul 13, 2022
BUY
$70.66 - $92.28 $141 - $184
2 Added 0.76%
266 $19,000
Q1 2022

Apr 07, 2022
BUY
$57.22 - $78.75 $171 - $236
3 Added 1.15%
264 $20,000
Q4 2021

Jan 13, 2022
BUY
$53.01 - $59.14 $159 - $177
3 Added 1.16%
261 $14,000
Q3 2021

Oct 12, 2021
BUY
$45.79 - $54.81 $137 - $164
3 Added 1.18%
258 $13,000
Q2 2021

Jul 14, 2021
BUY
$47.07 - $56.19 $6,448 - $7,698
137 Added 116.1%
255 $13,000
Q1 2021

Apr 26, 2021
BUY
$37.96 - $53.57 $75 - $107
2 Added 1.72%
118 $5,000
Q4 2020

Mar 10, 2021
BUY
$27.71 - $41.6 $3,214 - $4,825
116 New
116 $5,000

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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