Insight Wealth Strategies, LLC Energy Sector Spdr Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $2,679 - $3,034	33 Added 0.87%	3,830 $321,000
Q3 2023 Oct 13, 2023	BUY	$79.09 - $93.36 $5,694 - $6,721	72 Added 1.93%	3,797 $343,000
Q2 2023 Jul 14, 2023	SELL	$76.59 - $87.23 $2,757 - $3,140	-36 Reduced 0.96%	3,725 $302,000
Q1 2023 Apr 06, 2023	BUY	$76.97 - $93.11 $5,387 - $6,517	70 Added 1.9%	3,761 $311,000
Q4 2022 Jan 06, 2023	BUY	$76.09 - $94.08 $8,445 - $10,442	111 Added 3.1%	3,691 $0
Q2 2022 Jul 01, 2022	BUY	$70.66 - $92.28 $635 - $830	9 Added 0.25%	3,580 $256,000
Q1 2022 Apr 12, 2022	BUY	$57.22 - $78.75 $204,332 - $281,216	3,571 New	3,571 $273,000
Q4 2021 Jan 31, 2022	SELL	$53.01 - $59.14 $660,928 - $737,357	-12,468 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$45.79 - $54.81 $65,846 - $78,816	1,438 Added 13.04%	12,468 $649,000
Q2 2021 Aug 12, 2021	BUY	$47.07 - $56.19 $87,032 - $103,895	1,849 Added 20.14%	11,030 $594,000
Q1 2021 May 12, 2021	BUY	$37.96 - $53.57 $348,510 - $491,826	9,181 New	9,181 $450,000

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.12 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.68 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.42 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$792 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$768 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
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