Beaird Harris Wealth Management, LLC Energy Sector Spdr Transaction History

Beaird Harris Wealth Management, LLC

$1.01 Billion
Q2 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 244 shares of XLE stock, worth $21,252. This represents 0.0% of its overall portfolio holdings.

Number of Shares

244

Previous 244 -0.0%

Holding current value

$21,252

Previous $23,000 4.35%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$79.91 - $94.41 $159 - $188	2 Added 0.83%	244 $23,000
Q4 2023 Feb 27, 2024	BUY	$81.2 - $91.96 $7,632 - $8,644	94 Added 63.51%	242 $20,000
Q3 2023 Nov 15, 2023	SELL	$79.09 - $93.36 $5,615 - $6,628	-71 Reduced 32.42%	148 $13,000
Q2 2023 Jul 26, 2023	BUY	$76.59 - $87.23 $6,969 - $7,937	91 Added 71.09%	219 $17,000
Q4 2022 Feb 14, 2023	BUY	$82.68 - $94.08 $82 - $94	1 Added 0.79%	128 $11,000
Q3 2022 Nov 02, 2022	SELL	N/A	-1,000 Reduced 88.73%	127 $9,000
Q2 2022 Aug 12, 2022	SELL	N/A	-15 Reduced 1.31%	1,127 $81,000
Q1 2022 May 27, 2022	BUY	N/A	1,087 Added 1976.36%	1,142 $87,000
Q4 2021 May 17, 2022	BUY	N/A	55 New	55 $3,000

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

Ticker XLE
Sector ETFs
Industry ETFs

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Beaird Harris Wealth Management, LLC Energy Sector Spdr Transaction History