Wealth Care Investment Partners, LLC Energy Sector Spdr Transaction History

Wealth Care Investment Partners, LLC

$218 Million
Q4 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 58,314 shares of XLE stock, worth $5.23 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

58,314

Previous 60,555 3.7%

Holding current value

$5.23 Million

Previous $5.32 Million 6.04%

% of portfolio

2.29%

Previous 2.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$83.32 - $97.27 $186,720 - $217,982	-2,241 Reduced 3.7%	58,314 $5 Million
Q3 2024 Oct 08, 2024	SELL	$84.35 - $93.39 $34,414 - $38,103	-408 Reduced 0.67%	60,555 $5.32 Million
Q2 2024 Jul 18, 2024	BUY	$88.04 - $98.08 $59,338 - $66,105	674 Added 1.12%	60,963 $5.56 Million
Q1 2024 Apr 15, 2024	SELL	$79.91 - $94.41 $203,051 - $239,895	-2,541 Reduced 4.04%	60,289 $5.69 Million
Q4 2023 Jan 18, 2024	SELL	$81.2 - $91.96 $111,650 - $126,444	-1,375 Reduced 2.14%	62,830 $5.27 Million
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $443,141 - $523,096	-5,603 Reduced 8.03%	64,205 $5.8 Million
Q2 2023 Jul 13, 2023	SELL	$76.59 - $87.23 $1.38 Million - $1.57 Million	-17,953 Reduced 20.46%	69,808 $5.67 Million
Q1 2023 Apr 10, 2023	SELL	$76.97 - $93.11 $106,064 - $128,305	-1,378 Reduced 1.55%	87,761 $7.27 Million
Q4 2022 Jan 19, 2023	BUY	$76.09 - $94.08 $326,426 - $403,603	4,290 Added 5.06%	89,139 $0
Q3 2022 Oct 17, 2022	BUY	$67.49 - $84.09 $227,373 - $283,299	3,369 Added 4.13%	84,849 $6.11 Million
Q2 2022 Jul 18, 2022	BUY	$70.66 - $92.28 $343,972 - $449,219	4,868 Added 6.35%	81,480 $5.83 Million
Q1 2022 Apr 14, 2022	BUY	$57.22 - $78.75 $630,392 - $867,588	11,017 Added 16.8%	76,612 $6.1 Million
Q4 2021 Feb 07, 2022	BUY	$53.01 - $59.14 $3.48 Million - $3.88 Million	65,595 New	65,595 $3.64 Million

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Wealth Care Investment Partners, LLC Energy Sector Spdr Transaction History