A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 4,626 shares of XLE stock, worth $449,971. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,626
Holding current value
$449,971
% of portfolio
0.12%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$76.97 - $93.11 $356,063 - $430,726
4,626 New
4,626 $383,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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