Catalyst Wealth Management, LLC Energy Sector Spdr Transaction History

Catalyst Wealth Management, LLC

  • $107 Billion
  • Q1 2023

A detailed history of Catalyst Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 23,953 shares of XLE stock, worth $2.33 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
23,953
Previous 24,867 3.68%
Holding current value
$2.33 Million
Previous $2.18 Billion 8.79%
% of portfolio
1.86%
Previous 2.05%

Shares

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

Apr 11, 2023
SELL
$76.97 - $93.11 $70,350 - $85,102
-914 Reduced 3.68%
23,953 $1.98 Billion
Q4 2022

Jan 26, 2023
BUY
$76.09 - $94.08 $1.89 Million - $2.34 Million
24,867 New
24,867 $2.18 Billion

Others Institutions Holding XLE

# of Institutions
2,026
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
Track This Portfolio

Track Catalyst Wealth Management, LLC Portfolio

Follow Catalyst Wealth Management, LLC 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 Catalyst Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email