Angeles Wealth Management, LLC Energy Sector Spdr Transaction History

Angeles Wealth Management, LLC

$997 Million
Q1 2024

A detailed history of Angeles Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 9,805 shares of XLE stock, worth $870,291. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,805

Previous 9,957 1.53%

Holding current value

$870,291

Previous $834,000 10.91%

% of portfolio

0.09%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$79.91 - $94.41 $12,146 - $14,350	-152 Reduced 1.53%	9,805 $925,000
Q4 2023 Feb 13, 2024	BUY	$81.2 - $91.96 $107,996 - $122,306	1,330 Added 15.42%	9,957 $834,000
Q3 2023 Oct 27, 2023	BUY	$79.09 - $93.36 $31,082 - $36,690	393 Added 4.77%	8,627 $779,000
Q2 2023 Aug 10, 2023	BUY	$76.59 - $87.23 $61,272 - $69,784	800 Added 10.76%	8,234 $668,000
Q1 2023 May 11, 2023	BUY	$76.97 - $93.11 $346,365 - $418,995	4,500 Added 153.37%	7,434 $615,000

Q4 2022 Feb 14, 2023	BUY	$82.68 - $94.08 $136,008 - $154,761	1,645 Added 127.62%	2,934 $256,000
Q3 2022 Nov 03, 2022	BUY	N/A	154 Added 13.57%	1,289 $93,000
Q2 2022 Aug 04, 2022	SELL	N/A	-207 Reduced 15.42%	1,135 $81,000
Q1 2022 May 16, 2022	BUY	N/A	1,342 New	1,342 $103,000

Others Institutions Holding XLE

# of Institutions

2,032

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Angeles Wealth Management, LLC Energy Sector Spdr Transaction History