A detailed history of Wells Financial Advisors Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,430 shares of XLE stock, worth $125,611. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,430
Previous 1,610 11.18%
Holding current value
$125,611
Previous $152,000 14.47%
% of portfolio
0.09%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$88.04 - $98.08 $15,847 - $17,654
-180 Reduced 11.18%
1,430 $130,000
Q1 2024

May 13, 2024

SELL
$79.91 - $94.41 $165,413 - $195,428
-2,070 Reduced 56.25%
1,610 $152,000
Q3 2023

Oct 10, 2023

BUY
$79.09 - $93.36 $21,354 - $25,207
270 Added 7.92%
3,680 $332,000
Q2 2023

Aug 07, 2023

SELL
$76.59 - $87.23 $34,465 - $39,253
-450 Reduced 11.66%
3,410 $276,000
Q1 2023

May 03, 2023

BUY
$76.97 - $93.11 $105,448 - $127,560
1,370 Added 55.02%
3,860 $319,000
Q4 2022

Feb 03, 2023

BUY
$76.09 - $94.08 $128,592 - $158,995
1,690 Added 211.25%
2,490 $217,000
Q3 2022

Nov 09, 2022

BUY
$67.49 - $84.09 $53,991 - $67,272
800 New
800 $58,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.