Blue Zone Wealth Advisors, LLC Energy Sector Spdr Transaction History

Blue Zone Wealth Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 4,308 shares of XLE stock, worth $364,327. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,308
Previous 4,048 6.42%
Holding current value
$364,327
Previous $368,000 2.72%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 07, 2024
BUY
$84.35 - $93.39 $21,931 - $24,281
260 Added 6.42%
4,308 $378,000
Q2 2024

Jul 12, 2024
BUY
$88.04 - $98.08 $356,385 - $397,027
4,048 New
4,048 $368,000
Q1 2023

Apr 20, 2023
SELL
$76.97 - $93.11 $3,001 - $3,631
-39 Reduced 1.16%
3,322 $275,000
Q4 2022

Jan 27, 2023
BUY
$76.09 - $94.08 $5,098 - $6,303
67 Added 2.03%
3,361 $0
Q3 2022

Oct 14, 2022
SELL
$67.49 - $84.09 $43,868 - $54,658
-650 Reduced 16.48%
3,294 $237,000
Q2 2022

Jul 13, 2022
BUY
$70.66 - $92.28 $12,436 - $16,241
176 Added 4.67%
3,944 $282,000
Q1 2022

Apr 08, 2022
BUY
$57.22 - $78.75 $215,604 - $296,730
3,768 New
3,768 $288,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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