A detailed history of Black Diamond Wealth Management Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 3,281 shares of XLE stock, worth $277,474. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,281
Previous 4,021 18.4%
Holding current value
$277,474
Previous $366,000 21.31%
% of portfolio
0.21%
Previous 0.27%

Shares

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

Nov 14, 2024

SELL
$84.35 - $93.39 $62,418 - $69,108
-740 Reduced 18.4%
3,281 $288,000
Q2 2024

Aug 13, 2024

BUY
$88.04 - $98.08 $67,350 - $75,031
765 Added 23.5%
4,021 $366,000
Q1 2024

May 13, 2024

BUY
$79.91 - $94.41 $14,064 - $16,616
176 Added 5.71%
3,256 $307,000
Q4 2023

Feb 09, 2024

SELL
$81.2 - $91.96 $68,370 - $77,430
-842 Reduced 21.47%
3,080 $258,000
Q3 2023

Nov 01, 2023

BUY
$79.09 - $93.36 $310,190 - $366,157
3,922 New
3,922 $354,000
Q4 2022

Jan 17, 2023

SELL
$76.09 - $94.08 $39,718 - $49,109
-522 Reduced 15.02%
2,954 $0
Q3 2022

Oct 26, 2022

SELL
$67.49 - $84.09 $590,470 - $735,703
-8,749 Reduced 71.57%
3,476 $304,000
Q2 2022

Jul 22, 2022

SELL
$70.66 - $92.28 $432,156 - $564,384
-6,116 Reduced 33.35%
12,225 $893,000
Q1 2022

May 04, 2022

SELL
$57.22 - $78.75 $60,252 - $82,923
-1,053 Reduced 5.43%
18,341 $1.4 Million
Q4 2021

Feb 08, 2022

BUY
$53.01 - $59.14 $1.03 Million - $1.15 Million
19,394 New
19,394 $1.08 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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