Wealth Advisory Solutions, LLC Energy Sector Spdr Transaction History

Wealth Advisory Solutions, LLC

  • $363 Million
  • Q3 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 18,262 shares of XLE stock, worth $1.55 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
18,262
Previous 18,569 1.65%
Holding current value
$1.55 Million
Previous $1.69 Million 5.26%
% of portfolio
0.44%
Previous 0.46%

Shares

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

Oct 21, 2024
SELL
$84.35 - $93.39 $25,895 - $28,670
-307 Reduced 1.65%
18,262 $1.6 Million
Q2 2024

Jul 26, 2024
SELL
$88.04 - $98.08 $3,521 - $3,923
-40 Reduced 0.21%
18,569 $1.69 Million
Q1 2024

Apr 23, 2024
BUY
$79.91 - $94.41 $257,709 - $304,472
3,225 Added 20.96%
18,609 $1.76 Million
Q4 2023

Feb 08, 2024
SELL
$81.2 - $91.96 $1.25 Million - $1.42 Million
-15,447 Reduced 50.1%
15,384 $1.29 Million
Q3 2023

Feb 07, 2024
BUY
$79.09 - $93.36 $785,600 - $927,344
9,933 Added 47.53%
30,831 $2.79 Million
Q2 2023

Aug 07, 2023
BUY
$76.59 - $87.23 $14,858 - $16,922
194 Added 0.94%
20,898 $1.7 Million
Q1 2023

May 15, 2023
SELL
$76.97 - $93.11 $1.16 Million - $1.41 Million
-15,112 Reduced 42.19%
20,704 $1.71 Million
Q4 2022

Feb 10, 2023
BUY
$76.09 - $94.08 $6,163 - $7,620
81 Added 0.23%
35,816 $3.13 Million
Q3 2022

Nov 16, 2022
BUY
$67.49 - $84.09 $334,345 - $416,581
4,954 Added 16.09%
35,735 $2.57 Million
Q2 2022

Aug 05, 2022
BUY
$70.66 - $92.28 $39,710 - $51,861
562 Added 1.86%
30,781 $2.2 Million
Q1 2022

May 16, 2022
SELL
$57.22 - $78.75 $467,487 - $643,387
-8,170 Reduced 21.28%
30,219 $2.31 Million
Q3 2021

Nov 03, 2021
BUY
$45.79 - $54.81 $1.76 Million - $2.1 Million
38,389 New
38,389 $2 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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