Bernard Wealth Management Corp. Energy Sector Spdr Transaction History

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 2025

A detailed history of Bernard Wealth Management Corp. transactions in Energy Sector Spdr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 191 shares of XLE stock, worth $15,572. This represents 0.01% of its overall portfolio holdings.

Number of Shares
191
Previous 190 0.53%
Holding current value
$15,572
Previous $16.2 Million 9.92%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$85.7 - $93.96 $85 - $93
1 Added 0.53%
191 $17.8 Million
Q4 2024

Feb 27, 2025
SELL
$83.32 - $97.27 $3,582 - $4,182
-43 Reduced 18.45%
190 $16.2 Million
Q4 2024

Feb 13, 2025
BUY
$83.32 - $97.27 $19,413 - $22,663
233 New
233 $19.4 Million

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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