Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023

BUY
$76.59 - $87.23 $2,067 - $2,355
27 Added 1.13%
2,410 $195,000
Q1 2023

Apr 12, 2023

SELL
$76.97 - $93.11 $47,567 - $57,541
-618 Reduced 20.59%
2,383 $197,000
Q4 2022

Jan 31, 2023

SELL
$76.09 - $94.08 $18,489 - $22,861
-243 Reduced 7.49%
3,001 $262,000
Q3 2022

Oct 18, 2022

SELL
$67.49 - $84.09 $559,222 - $696,769
-8,286 Reduced 71.86%
3,244 $234,000
Q2 2022

Aug 05, 2022

SELL
$70.66 - $92.28 $819,938 - $1.07 Million
-11,604 Reduced 50.16%
11,530 $825,000
Q1 2022

Apr 29, 2022

SELL
$57.22 - $78.75 $142,306 - $195,851
-2,487 Reduced 9.71%
23,134 $1.77 Million
Q4 2021

Feb 02, 2022

BUY
$53.01 - $59.14 $35,304 - $39,387
666 Added 2.67%
25,621 $1.42 Million
Q3 2021

Nov 02, 2021

SELL
$45.79 - $54.81 $58,519 - $70,047
-1,278 Reduced 4.87%
24,955 $1.3 Million
Q2 2021

Jul 30, 2021

BUY
$47.07 - $56.19 $211,250 - $252,180
4,488 Added 20.64%
26,233 $1.41 Million
Q1 2021

May 06, 2021

BUY
$37.96 - $53.57 $825,440 - $1.16 Million
21,745 New
21,745 $1.07 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Clearview Wealth Advisors LLC Portfolio

Follow Clearview Wealth Advisors 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 Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.