Pine Harbor Wealth Management, LLC Energy Sector Spdr Transaction History

Pine Harbor Wealth Management, LLC

  • $248 Billion
  • Q4 2024

A detailed history of Pine Harbor Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 2,750 shares of XLE stock, worth $250,250. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,750
Previous 2,736 0.51%
Holding current value
$250,250
Previous $240 Million 1.94%
% of portfolio
0.09%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$83.32 - $97.27 $1,166 - $1,361
14 Added 0.51%
2,750 $236 Million
Q3 2024

Nov 13, 2024
BUY
$84.35 - $93.39 $1,180 - $1,307
14 Added 0.51%
2,736 $240 Million
Q2 2024

Aug 09, 2024
SELL
$88.04 - $98.08 $3,433 - $3,825
-39 Reduced 1.41%
2,722 $248 Million
Q1 2024

May 15, 2024
BUY
$79.91 - $94.41 $1,038 - $1,227
13 Added 0.47%
2,761 $261 Million
Q4 2023

Apr 03, 2024
BUY
$81.2 - $91.96 $223,137 - $252,706
2,748 New
2,748 $230 Million

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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