Wells Financial Advisors Inc Energy Sector Spdr Transaction History

Wells Financial Advisors Inc

$73.1 Million
Q3 2024

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 1,410 shares of XLE stock, worth $119,243. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,410

Previous 1,430 1.4%

Holding current value

$119,243

Previous $130,000 5.38%

% of portfolio

0.17%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$84.35 - $93.39 $1,687 - $1,867	-20 Reduced 1.4%	1,410 $123,000
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

# of Institutions

2,027

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

More about XLE

Track This Portfolio

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.

Account

Wells Financial Advisors Inc Energy Sector Spdr Transaction History