Confluence Wealth Services, Inc. Energy Sector Spdr Transaction History

Confluence Wealth Services, Inc.

  • $1.21 Billion
  • Q2 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 3,987 shares of XLE stock, worth $371,588. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,987
Previous 2,142 86.13%
Holding current value
$371,588
Previous $202,000 79.7%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$88.04 - $98.08 $162,433 - $180,957
1,845 Added 86.13%
3,987 $363,000
Q1 2024

Apr 22, 2024
BUY
$79.91 - $94.41 $171,167 - $202,226
2,142 New
2,142 $202,000
Q1 2022

Apr 26, 2022
SELL
$57.22 - $78.75 $85,772 - $118,046
-1,499 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$53.01 - $59.14 $79,461 - $88,650
1,499 New
1,499 $83,000

Others Institutions Holding XLE

# of Institutions
2,063
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

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