Avitas Wealth Management LLC Energy Sector Spdr Transaction History

Avitas Wealth Management LLC

  • $651 Million
  • Q1 2024

A detailed history of Avitas Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Avitas Wealth Management LLC holds 9,748 shares of XLE stock, worth $900,422. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,748
Previous 9,934 1.87%
Holding current value
$900,422
Previous $832,000 10.58%
% of portfolio
0.14%
Previous 0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$79.91 - $94.41 $14,863 - $17,560
-186 Reduced 1.87%
9,748 $920,000
Q4 2023

Jan 24, 2024
BUY
$81.2 - $91.96 $8,688 - $9,839
107 Added 1.09%
9,934 $832,000
Q3 2023

Nov 02, 2023
BUY
$79.09 - $93.36 $237 - $280
3 Added 0.03%
9,827 $888,000
Q2 2023

Jul 18, 2023
BUY
$76.59 - $87.23 $7,735 - $8,810
101 Added 1.04%
9,824 $797,000
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $23,860 - $28,864
310 Added 3.29%
9,723 $805,000
Q4 2022

Jan 10, 2023
BUY
$82.68 - $94.08 $47,871 - $54,472
579 Added 6.55%
9,413 $0
Q3 2022

Oct 27, 2022
BUY
N/A
191 Added 2.21%
8,834 $636,000
Q2 2022

Jul 29, 2022
BUY
N/A
1,765 Added 25.66%
8,643 $618,000
Q1 2022

Apr 28, 2022
BUY
N/A
6,878 New
6,878 $526,000
Q3 2019

Oct 18, 2019
SELL
N/A
-8,445 Closed
0 $0
Q2 2019

Jul 23, 2019
BUY
N/A
202 Added 2.45%
8,445 $538,000
Q1 2019

May 01, 2019
BUY
N/A
20 Added 0.24%
8,243 $545,000
Q4 2018

Feb 08, 2019
BUY
N/A
374 Added 4.76%
8,223 $472,000
Q3 2018

Nov 13, 2018
SELL
N/A
-64 Reduced 0.81%
7,849 $594,000
Q2 2018

Aug 13, 2018
BUY
N/A
7,913 New
7,913 $601,000

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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