A detailed history of Aberdeen Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 10,355 shares of XLE stock, worth $925,322. This represents 0.59% of its overall portfolio holdings.

Number of Shares
10,355
Previous 10,355 -0.0%
Holding current value
$925,322
Previous $868,000 12.56%
% of portfolio
0.59%
Previous 0.66%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $16,240 - $18,392
200 Added 1.97%
10,355 $868,000
Q1 2022

May 12, 2022

SELL
N/A
-50 Reduced 0.49%
10,155 $776,000
Q4 2021

Feb 14, 2022

SELL
N/A
-250 Reduced 2.39%
10,205 $566,000
Q3 2021

Nov 15, 2021

SELL
N/A
-375 Reduced 3.46%
10,455 $545,000
Q3 2020

Nov 13, 2020

SELL
N/A
-275 Reduced 2.48%
10,830 $324,000
Q2 2020

Aug 13, 2020

SELL
N/A
-825 Reduced 6.92%
11,105 $420,000
Q4 2019

Feb 14, 2020

BUY
N/A
11,930 New
11,930 $716,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Aberdeen Wealth Management LLC Portfolio

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

News

Stay updated on Aberdeen Wealth Management LLC with notifications on news.