Comprehensive Wealth Management, LLC Energy Sector Spdr Transaction History

Comprehensive Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 7,097 shares of XLE stock, worth $652,214. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,097
Previous 6,520 8.85%
Holding current value
$652,214
Previous $546,000 22.71%
% of portfolio
0.53%
Previous 0.49%

Shares

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

May 01, 2024
BUY
$79.91 - $94.41 $46,108 - $54,474
577 Added 8.85%
7,097 $670,000
Q4 2023

Jan 12, 2024
SELL
$81.2 - $91.96 $23,872 - $27,036
-294 Reduced 4.31%
6,520 $546,000
Q3 2023

Jan 12, 2024
BUY
$79.09 - $93.36 $3,242 - $3,827
41 Added 0.61%
6,814 $615,000
Q2 2023

Jan 12, 2024
BUY
$76.59 - $87.23 $57,059 - $64,986
745 Added 12.36%
6,773 $549,000
Q1 2023

Jan 12, 2024
BUY
$76.97 - $93.11 $463,975 - $561,267
6,028 New
6,028 $499,000

Others Institutions Holding XLE

# of Institutions
2,032
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

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