A detailed history of Brewin Dolphin Wealth Management LTD transactions in Energy Sector Spdr stock. As of the latest transaction made, Brewin Dolphin Wealth Management LTD holds 1,700 shares of XLE stock, worth $155,040. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,700
Previous 1,700 -0.0%
Holding current value
$155,040
Previous $130,000 6.15%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Nov 14, 2022

SELL
N/A
-1,150 Reduced 40.35%
1,700 $130,000
Q4 2021

Nov 14, 2022

BUY
N/A
2,850 New
2,850 $158,000
Q2 2021

Nov 09, 2023

BUY
N/A
250 Added 9.62%
2,850 $154 Million
Q4 2020

Nov 09, 2023

BUY
N/A
1,100 Added 73.33%
2,600 $98.5 Million
Q2 2020

Nov 09, 2023

SELL
N/A
-200 Reduced 11.76%
1,500 $56.8 Million
Q1 2020

Nov 09, 2023

SELL
N/A
-210 Closed
0 $0
Q4 2019

Nov 09, 2023

SELL
N/A
-1,490 Reduced 87.65%
210 $12.6 Million
Q3 2018

Nov 09, 2023

SELL
N/A
-1,350 Reduced 79.41%
350 $26.5 Million
Q2 2018

Nov 09, 2023

SELL
N/A
-1,350 Reduced 79.41%
350 $26.6 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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