A detailed history of Centennial Wealth Advisory LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 3,078 shares of XLE stock, worth $270,833. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,078
Previous 2,667 15.41%
Holding current value
$270,833
Previous $243,000 11.11%
% of portfolio
0.11%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$84.35 - $93.39 $34,667 - $38,383
411 Added 15.41%
3,078 $270,000
Q2 2024

Jul 22, 2024

BUY
$88.04 - $98.08 $234,802 - $261,579
2,667 New
2,667 $243,000
Q2 2022

Jul 12, 2022

SELL
$70.66 - $92.28 $168,100 - $219,534
-2,379 Reduced 38.58%
3,788 $271,000
Q1 2022

Apr 18, 2022

BUY
$57.22 - $78.75 $55,789 - $76,781
975 Added 18.78%
6,167 $471,000
Q4 2021

Jan 13, 2022

BUY
$53.01 - $59.14 $23,695 - $26,435
447 Added 9.42%
5,192 $288,000
Q3 2021

Oct 08, 2021

BUY
$45.79 - $54.81 $30,129 - $36,064
658 Added 16.1%
4,745 $247,000
Q2 2021

Jul 13, 2021

BUY
$47.07 - $56.19 $192,375 - $229,648
4,087 New
4,087 $220,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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