Mgo Private Wealth, LLC Energy Sector Spdr Transaction History

Mgo Private Wealth, LLC

$138 Million
Q4 2024

A detailed history of Mgo Private Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 21,443 shares of XLE stock, worth $1.9 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

21,443

Previous 21,047 1.88%

Holding current value

$1.9 Million

Previous $1.85 Million 0.6%

% of portfolio

1.33%

Previous 1.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$83.32 - $97.27 $32,994 - $38,518	396 Added 1.88%	21,443 $1.84 Million
Q3 2024 Nov 08, 2024	SELL	$84.35 - $93.39 $219,141 - $242,627	-2,598 Reduced 10.99%	21,047 $1.85 Million
Q2 2024 Aug 02, 2024	BUY	$88.04 - $98.08 $721,575 - $803,863	8,196 Added 53.05%	23,645 $2.16 Million
Q1 2024 Apr 18, 2024	BUY	$79.91 - $94.41 $98,129 - $115,935	1,228 Added 8.64%	15,449 $1.46 Million
Q4 2023 Feb 05, 2024	BUY	$81.2 - $91.96 $270,883 - $306,778	3,336 Added 30.65%	14,221 $1.19 Million
Q3 2023 Nov 01, 2023	SELL	$79.09 - $93.36 $118,793 - $140,226	-1,502 Reduced 12.13%	10,885 $983,000
Q2 2023 Jul 13, 2023	BUY	$76.59 - $87.23 $67,092 - $76,413	876 Added 7.61%	12,387 $1.01 Million
Q1 2023 Apr 17, 2023	SELL	$76.97 - $93.11 $287,867 - $348,231	-3,740 Reduced 24.52%	11,511 $953,000
Q4 2022 Feb 02, 2023	SELL	$76.09 - $94.08 $25,033 - $30,952	-329 Reduced 2.11%	15,251 $1.33 Million
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $1.05 Million - $1.31 Million	15,580 New	15,580 $1.12 Million

Others Institutions Holding XLE

# of Institutions

2,111

Shares Held

237M

Call Options Held

45.2M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Mgo Private Wealth, LLC Energy Sector Spdr Transaction History