A detailed history of Cedar Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 22,640 shares of XLE stock, worth $2.06 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
22,640
Previous 22,038 2.73%
Holding current value
$2.06 Million
Previous $1.85 Million 15.7%
% of portfolio
0.71%
Previous 0.67%

Shares

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

May 13, 2024

BUY
$79.91 - $94.41 $48,105 - $56,834
602 Added 2.73%
22,640 $2.14 Million
Q4 2023

Feb 13, 2024

SELL
$81.2 - $91.96 $72,349 - $81,936
-891 Reduced 3.89%
22,038 $1.85 Million
Q3 2023

Oct 27, 2023

SELL
$79.09 - $93.36 $64,537 - $76,181
-816 Reduced 3.44%
22,929 $2.07 Million
Q2 2023

Aug 11, 2023

BUY
$76.59 - $87.23 $8,807 - $10,031
115 Added 0.49%
23,745 $1.93 Million
Q1 2023

May 12, 2023

BUY
$76.97 - $93.11 $264,930 - $320,484
3,442 Added 17.05%
23,630 $1.96 Million
Q4 2022

Feb 14, 2023

BUY
$82.68 - $94.08 $1.1 Million - $1.25 Million
13,293 Added 192.79%
20,188 $1.77 Million
Q3 2022

Nov 10, 2022

SELL
N/A
-300 Reduced 4.17%
6,895 $497,000
Q2 2022

Aug 11, 2022

SELL
N/A
-5 Reduced 0.07%
7,195 $515,000
Q1 2022

May 12, 2022

BUY
N/A
525 Added 7.87%
7,200 $550,000
Q4 2021

Feb 11, 2022

BUY
N/A
3,050 Added 84.14%
6,675 $370,000
Q3 2021

Nov 12, 2021

BUY
N/A
2,350 Added 184.31%
3,625 $189,000
Q2 2021

Aug 09, 2021

BUY
N/A
475 Added 59.38%
1,275 $69,000
Q1 2021

May 11, 2021

BUY
N/A
700 Added 700.0%
800 $39,000
Q4 2020

Feb 11, 2021

BUY
N/A
100 New
100 $4,000
Q2 2020

Aug 04, 2020

SELL
N/A
-255 Closed
0 $0
Q1 2020

May 01, 2020

BUY
N/A
205 Added 410.0%
255 $7,000
Q2 2019

Jul 24, 2019

BUY
N/A
50 New
50 $3,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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