Aberdeen Wealth Management LLC Energy Sector Spdr Transaction History

Aberdeen Wealth Management LLC

$149 Million
Q3 2024

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 10,155 shares of XLE stock, worth $854,746. This represents 0.6% of its overall portfolio holdings.

Number of Shares

10,155

Previous 10,355 1.93%

Holding current value

$854,746

Previous $943,000 5.51%

% of portfolio

0.6%

Previous 0.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$84.35 - $93.39 $16,870 - $18,678	-200 Reduced 1.93%	10,155 $891,000
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	$57.22 - $78.75 $2,861 - $3,937	-50 Reduced 0.49%	10,155 $776,000
Q4 2021 Feb 14, 2022	SELL	$53.01 - $59.14 $13,252 - $14,785	-250 Reduced 2.39%	10,205 $566,000
Q3 2021 Nov 15, 2021	SELL	$45.79 - $54.81 $17,171 - $20,553	-375 Reduced 3.46%	10,455 $545,000
Q3 2020 Nov 13, 2020	SELL	$29.95 - $38.58 $8,236 - $10,609	-275 Reduced 2.48%	10,830 $324,000
Q2 2020 Aug 13, 2020	SELL	$27.62 - $46.86 $22,786 - $38,659	-825 Reduced 6.92%	11,105 $420,000
Q4 2019 Feb 14, 2020	BUY	$55.9 - $61.99 $666,887 - $739,540	11,930 New	11,930 $716,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Aberdeen Wealth Management LLC Energy Sector Spdr Transaction History