A detailed history of Abound Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Abound Wealth Management holds 1,052 shares of XLE stock, worth $99,056. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,052
Previous 1,052 -0.0%
Holding current value
$99,056
Previous $95.9 Million 3.67%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$88.04 - $98.08 $2,024 - $2,255
-23 Reduced 2.14%
1,052 $95.9 Million
Q1 2024

Aug 08, 2024

BUY
$79.91 - $94.41 $1,837 - $2,171
23 Added 2.19%
1,075 $102 Million
Q4 2023

Aug 08, 2024

SELL
$81.2 - $91.96 $3,004 - $3,402
-37 Reduced 3.4%
1,052 $88.2 Million
Q2 2023

Aug 08, 2024

BUY
$76.59 - $87.23 $2,833 - $3,227
37 Added 3.52%
1,089 $88.4 Million
Q1 2023

Aug 07, 2024

BUY
$76.97 - $93.11 $80,972 - $97,951
1,052 New
1,052 $87.2 Million
Q4 2022

Aug 07, 2024

BUY
$76.09 - $94.08 $76 - $94
1 Added 0.1%
1,052 $92 Million
Q3 2022

Aug 07, 2024

SELL
$67.49 - $84.09 $67 - $84
-1 Reduced 0.1%
1,051 $75.7 Million
Q2 2022

Aug 12, 2024

SELL
$70.66 - $92.28 $70 - $92
-1 Reduced 0.1%
1,051 $75.2 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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