Visionary Wealth Advisors Energy Sector Spdr Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Visionary Wealth Advisors holds 64,472 shares of XLE stock, worth $5.7 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

64,472

Previous 63,670 1.26%

Holding current value

$5.7 Million

Previous $5.8 Million 2.46%

% of portfolio

0.36%

Previous 0.39%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$84.35 - $93.39 $67,648 - $74,898	802 Added 1.26%	64,472 $5.66 Million
Q2 2024 Aug 13, 2024	SELL	$88.04 - $98.08 $562,575 - $626,731	-6,390 Reduced 9.12%	63,670 $5.8 Million
Q1 2024 May 15, 2024	SELL	$79.91 - $94.41 $2.74 Million - $3.24 Million	-34,315 Reduced 32.88%	70,060 $6.61 Million
Q4 2023 Feb 14, 2024	BUY	$81.2 - $91.96 $553,865 - $627,259	6,821 Added 6.99%	104,375 $8.75 Million
Q3 2023 Nov 13, 2023	SELL	$79.09 - $93.36 $219,395 - $258,980	-2,774 Reduced 2.76%	97,554 $8.82 Million
Q2 2023 Aug 11, 2023	BUY	$76.59 - $87.23 $1.2 Million - $1.36 Million	15,637 Added 18.46%	100,328 $8.14 Million
Q1 2023 May 15, 2023	BUY	$76.97 - $93.11 $1.27 Million - $1.54 Million	16,504 Added 24.2%	84,691 $7.01 Million
Q4 2022 Feb 13, 2023	BUY	$76.09 - $94.08 $2.61 Million - $3.23 Million	34,331 Added 101.4%	68,187 $5.96 Million
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $3.12 Million - $3.89 Million	-46,243 Reduced 57.73%	33,856 $2.44 Million
Q2 2022 Aug 12, 2022	BUY	$70.66 - $92.28 $1.69 Million - $2.2 Million	23,877 Added 42.47%	80,099 $5.73 Million
Q1 2022 May 12, 2022	BUY	$57.22 - $78.75 $345,036 - $474,862	6,030 Added 12.01%	56,222 $4.3 Million
Q4 2021 Feb 14, 2022	BUY	$53.01 - $59.14 $1.02 Million - $1.14 Million	19,227 Added 62.09%	50,192 $2.79 Million
Q3 2021 Nov 12, 2021	BUY	$45.79 - $54.81 $1.05 Million - $1.25 Million	22,880 Added 282.99%	30,965 $1.61 Million
Q2 2021 Aug 13, 2021	SELL	$47.07 - $56.19 $262,321 - $313,146	-5,573 Reduced 40.8%	8,085 $436,000
Q1 2021 May 18, 2021	SELL	$37.96 - $53.57 $470,931 - $664,589	-12,406 Reduced 47.6%	13,658 $670,000
Q4 2020 Feb 16, 2021	SELL	$27.71 - $41.6 $708,738 - $1.06 Million	-25,577 Reduced 49.53%	26,064 $988,000
Q3 2020 Nov 16, 2020	BUY	$29.95 - $38.58 $19,018 - $24,498	635 Added 1.24%	51,641 $1.55 Million
Q2 2020 Aug 14, 2020	BUY	$27.62 - $46.86 $1.41 Million - $2.39 Million	51,006 New	51,006 $1.93 Million

Others Institutions Holding XLE

# of Institutions

2,028

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Visionary Wealth Advisors Energy Sector Spdr Transaction History