Coastwise Capital Group, LLC Energy Sector Spdr Transaction History

Coastwise Capital Group, LLC

  • $118 Million
  • Q1 2025

A detailed history of Coastwise Capital Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 3,161 shares of XLE stock, worth $254,460. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,161
Previous 3,440 8.11%
Holding current value
$254,460
Previous $294,000 0.34%
% of portfolio
0.25%
Previous 0.24%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$85.7 - $93.96 $23,910 - $26,214
-279 Reduced 8.11%
3,161 $295,000
Q4 2024

Jan 23, 2025
BUY
$83.32 - $97.27 $39,160 - $45,716
470 Added 15.82%
3,440 $294,000
Q3 2024

Nov 14, 2024
BUY
$84.35 - $93.39 $50,778 - $56,220
602 Added 25.42%
2,970 $260,000
Q2 2024

Aug 14, 2024
SELL
$88.04 - $98.08 $2,641 - $2,942
-30 Reduced 1.25%
2,368 $215,000
Q1 2024

May 14, 2024
SELL
$79.91 - $94.41 $879 - $1,038
-11 Reduced 0.46%
2,398 $226,000
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $56,596 - $64,096
-697 Reduced 22.44%
2,409 $201,000
Q3 2023

Nov 13, 2023
SELL
$79.09 - $93.36 $8,937 - $10,549
-113 Reduced 3.51%
3,106 $280,000
Q2 2023

Aug 10, 2023
BUY
$76.59 - $87.23 $23,283 - $26,517
304 Added 10.43%
3,219 $261,000
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $37,330 - $45,158
485 Added 19.96%
2,915 $241,000
Q4 2022

Feb 14, 2023
SELL
$76.09 - $94.08 $177,594 - $219,582
-2,334 Reduced 48.99%
2,430 $212,000
Q3 2022

Nov 10, 2022
SELL
$67.49 - $84.09 $60,808 - $75,765
-901 Reduced 15.9%
4,764 $343,000
Q2 2022

Aug 15, 2022
SELL
$70.66 - $92.28 $33,139 - $43,279
-469 Reduced 7.65%
5,665 $405,000
Q1 2022

Aug 15, 2022
BUY
$57.22 - $78.75 $350,987 - $483,052
6,134 New
6,134 $469,000

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
231M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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