A detailed history of Avion Wealth transactions in Energy Sector Spdr stock. As of the latest transaction made, Avion Wealth holds 454 shares of XLE stock, worth $38,213. This represents 0.01% of its overall portfolio holdings.

Number of Shares
454
Previous 453 0.22%
Holding current value
$38,213
Previous $41,000 4.88%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$84.35 - $93.39 $84 - $93
1 Added 0.22%
454 $39,000
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
$67.49 - $84.09 $67 - $84
1 Added 0.08%
1,325 $95,000
Q4 2021

Jan 26, 2022

BUY
$53.01 - $59.14 $53 - $59
1 Added 0.08%
1,324 $73,000
Q2 2021

Jul 27, 2021

BUY
$47.07 - $56.19 $1,506 - $1,798
32 Added 2.48%
1,323 $71,000
Q1 2021

May 06, 2021

BUY
$37.96 - $53.57 $37,960 - $53,570
1,000 Added 343.64%
1,291 $63,000
Q4 2020

Jan 26, 2021

BUY
$27.71 - $41.6 $8,063 - $12,105
291 New
291 $11,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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