A detailed history of Cooksen Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cooksen Wealth, LLC holds 16,969 shares of XLE stock, worth $1.61 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
16,969
Previous 17,031 0.36%
Holding current value
$1.61 Million
Previous $1.55 Billion 4.03%
% of portfolio
1.39%
Previous 1.57%

Shares

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

Oct 23, 2024

SELL
$84.35 - $93.39 $5,229 - $5,790
-62 Reduced 0.36%
16,969 $1.49 Billion
Q2 2024

Jul 25, 2024

BUY
$88.04 - $98.08 $75,626 - $84,250
859 Added 5.31%
17,031 $1.55 Billion
Q1 2024

Apr 15, 2024

BUY
$79.91 - $94.41 $126,657 - $149,639
1,585 Added 10.87%
16,172 $1.53 Billion
Q4 2023

Mar 21, 2024

BUY
$81.2 - $91.96 $1.18 Million - $1.34 Million
14,587 New
14,587 $1.22 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Cooksen Wealth, LLC Portfolio

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

News

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