A detailed history of Bok Financial Private Wealth, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 13,118 shares of XLE stock, worth $1.23 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,118
Previous 13,118 -0.0%
Holding current value
$1.23 Million
Previous $1.2 Million 3.68%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Apr 30, 2024

SELL
$79.91 - $94.41 $76,473 - $90,350
-957 Reduced 6.8%
13,118 $1.24 Million
Q4 2023

Jan 30, 2024

BUY
$81.2 - $91.96 $11,855 - $13,426
146 Added 1.05%
14,075 $1.18 Million
Q2 2023

Aug 08, 2023

SELL
$76.59 - $87.23 $11,105 - $12,648
-145 Reduced 1.03%
13,929 $1.13 Million
Q1 2023

Apr 21, 2023

BUY
$76.97 - $93.11 $8,697 - $10,521
113 Added 0.81%
14,074 $1.17 Million
Q4 2022

Feb 02, 2023

BUY
$76.09 - $94.08 $862,860 - $1.07 Million
11,340 Added 432.66%
13,961 $1.22 Million
Q3 2022

Nov 07, 2022

BUY
$67.49 - $84.09 $176,891 - $220,399
2,621 New
2,621 $189,000
Q1 2022

May 09, 2022

BUY
$57.22 - $78.75 $149,973 - $206,403
2,621 New
2,621 $200,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.