A detailed history of Cic Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cic Wealth, LLC holds 2,668 shares of XLE stock, worth $259,516. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,668
Previous 2,683 0.56%
Holding current value
$259,516
Previous $245 Million 4.21%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$84.35 - $93.39 $1,265 - $1,400
-15 Reduced 0.56%
2,668 $234 Million
Q2 2024

Jul 12, 2024

SELL
$88.04 - $98.08 $13,206 - $14,712
-150 Reduced 5.29%
2,683 $245 Million
Q4 2023

Jan 11, 2024

SELL
$81.2 - $91.96 $27,932 - $31,634
-344 Reduced 10.83%
2,833 $238 Million
Q1 2023

May 04, 2023

SELL
$76.97 - $93.11 $76,970 - $93,110
-1,000 Reduced 23.94%
3,177 $263 Million
Q4 2022

Feb 15, 2023

BUY
$76.09 - $94.08 $317,827 - $392,972
4,177 New
4,177 $365 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Cic Wealth, LLC Portfolio

Follow Cic Wealth, LLC 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 Cic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cic Wealth, LLC with notifications on news.