A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 455 shares of XLE stock, worth $39,630. This represents 0.01% of its overall portfolio holdings.

Number of Shares
455
Previous 530 14.15%
Holding current value
$39,630
Previous $50 Million 17.11%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 26, 2024

SELL
$88.04 - $98.08 $6,603 - $7,356
-75 Reduced 14.15%
455 $41.5 Million
Q1 2024

May 08, 2024

SELL
$79.91 - $94.41 $19,977 - $23,602
-250 Reduced 32.05%
530 $50 Million
Q4 2023

Feb 08, 2024

BUY
$81.2 - $91.96 $63,336 - $71,728
780 New
780 $65.4 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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