Avion Wealth Energy Sector Spdr Transaction History

Avion Wealth

  • $362 Million
  • Q2 2024

A detailed history of Avion Wealth transactions in Energy Sector Spdr stock. As of the latest transaction made, Avion Wealth holds 453 shares of XLE stock, worth $39,456. This represents 0.01% of its overall portfolio holdings.

Number of Shares
453
Previous 384 17.97%
Holding current value
$39,456
Previous $37,000 10.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 26, 2024
BUY
$88.04 - $98.08 $6,074 - $6,767
69 Added 17.97%
453 $41,000
Q1 2024

May 03, 2024
BUY
$79.91 - $94.41 $4,634 - $5,475
58 Added 17.79%
384 $37,000
Q2 2023

Jul 14, 2023
BUY
$76.59 - $87.23 $76 - $87
1 Added 0.31%
326 $26,000
Q1 2023

May 05, 2023
SELL
$76.97 - $93.11 $76,970 - $93,110
-1,000 Reduced 75.47%
325 $28,000
Q3 2022

Oct 31, 2022
BUY
N/A
1 Added 0.08%
1,325 $95,000
Q4 2021

Jan 26, 2022
BUY
N/A
1 Added 0.08%
1,324 $73,000
Q2 2021

Jul 27, 2021
BUY
N/A
32 Added 2.48%
1,323 $71,000
Q1 2021

May 06, 2021
BUY
N/A
1,000 Added 343.64%
1,291 $63,000
Q4 2020

Jan 26, 2021
BUY
N/A
291 New
291 $11,000

Others Institutions Holding XLE

# of Institutions
2,062
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email