Balboa Wealth Partners Energy Sector Spdr Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Balboa Wealth Partners holds 18,704 shares of XLE stock, worth $1.7 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
18,704
Previous 28,082 33.4%
Holding current value
$1.7 Million
Previous $2.35 Million 25.02%
% of portfolio
0.57%
Previous 0.79%

Shares

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

May 13, 2024
SELL
$79.91 - $94.41 $749,395 - $885,376
-9,378 Reduced 33.4%
18,704 $1.77 Million
Q4 2023

Feb 09, 2024
BUY
$81.2 - $91.96 $296,542 - $335,837
3,652 Added 14.95%
28,082 $2.35 Million
Q3 2023

Oct 23, 2023
SELL
$79.09 - $93.36 $123,617 - $145,921
-1,563 Reduced 6.01%
24,430 $2.21 Million
Q2 2023

Aug 08, 2023
BUY
$76.59 - $87.23 $1.46 Million - $1.66 Million
19,036 Added 273.62%
25,993 $2.11 Million
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $31,711 - $38,361
412 Added 6.29%
6,957 $576,000
Q4 2022

Feb 14, 2023
SELL
$82.68 - $94.08 $25,052 - $28,506
-303 Reduced 4.42%
6,545 $572,000
Q3 2022

Jan 04, 2023
BUY
N/A
6,848 New
6,848 $493,000

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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