A detailed history of Compton Wealth Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Compton Wealth Advisory Group, LLC holds 3,145 shares of XLE stock, worth $264,714. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,145
Previous 3,211 2.06%
Holding current value
$264,714
Previous $292,000 5.48%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 10, 2024

SELL
$84.35 - $93.39 $5,567 - $6,163
-66 Reduced 2.06%
3,145 $276,000
Q2 2024

Jul 12, 2024

BUY
$88.04 - $98.08 $5,810 - $6,473
66 Added 2.1%
3,211 $292,000
Q1 2024

Apr 11, 2024

BUY
$79.91 - $94.41 $251,316 - $296,919
3,145 New
3,145 $296,000
Q4 2020

Feb 03, 2021

BUY
$27.71 - $41.6 $3.87 Million - $5.81 Million
139,727 New
139,727 $5.3 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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