Wealth Advisors, Inc. Energy Sector Spdr Transaction History

Wealth Advisors, Inc.

  • $223 Million
  • Q3 2023

A detailed history of Wealth Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Advisors, Inc. holds 6,943 shares of XLE stock, worth $618,204. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,943
Previous 6,360 9.17%
Holding current value
$618,204
Previous $516,000 21.51%
% of portfolio
0.28%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 23, 2023
BUY
$79.09 - $93.36 $46,109 - $54,428
583 Added 9.17%
6,943 $627,000
Q2 2023

Jul 17, 2023
SELL
$76.59 - $87.23 $440,469 - $501,659
-5,751 Reduced 47.49%
6,360 $516,000
Q1 2023

May 05, 2023
BUY
$76.97 - $93.11 $25,246 - $30,540
328 Added 2.78%
12,111 $1 Million
Q4 2022

Jan 25, 2023
SELL
$76.09 - $94.08 $88,264 - $109,132
-1,160 Reduced 8.96%
11,783 $0
Q3 2022

Oct 13, 2022
BUY
$67.49 - $84.09 $18,019 - $22,452
267 Added 2.11%
12,943 $932,000
Q2 2022

Aug 05, 2022
BUY
$70.66 - $92.28 $895,686 - $1.17 Million
12,676 New
12,676 $906,000

Others Institutions Holding XLE

# of Institutions
2,125
Shares Held
237M
Call Options Held
48M
Put Options Held
110M
View Full List

About ENERGY SECTOR SPDR

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