Adamsbrown Wealth Consultants LLC Energy Sector Spdr Transaction History

Adamsbrown Wealth Consultants LLC

  • $256 Million
  • Q2 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 3,164 shares of XLE stock, worth $290,423. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,164
Previous 3,064 3.26%
Holding current value
$290,423
Previous $289,000 0.35%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jul 12, 2024
BUY
$88.04 - $98.08 $8,804 - $9,808
100 Added 3.26%
3,164 $288,000
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $15,902 - $18,787
199 Added 6.95%
3,064 $289,000
Q4 2023

Jan 29, 2024
BUY
$81.2 - $91.96 $893 - $1,011
11 Added 0.39%
2,865 $240,000
Q1 2023

May 10, 2023
BUY
$76.97 - $93.11 $5,464 - $6,610
71 Added 2.55%
2,854 $236,000
Q4 2022

Jan 27, 2023
SELL
$82.68 - $94.08 $41,588 - $47,322
-503 Reduced 15.31%
2,783 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-31 Reduced 0.93%
3,286 $237,000
Q2 2022

Jul 27, 2022
SELL
N/A
-2,000 Reduced 37.62%
3,317 $237,000
Q4 2021

Feb 17, 2022
BUY
N/A
5,317 New
5,317 $295,000

Others Institutions Holding XLE

# of Institutions
2,033
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

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