Core Wealth Partners LLC Energy Sector Spdr Transaction History

Core Wealth Partners LLC

  • $132 Billion
  • Q1 2024

A detailed history of Core Wealth Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Core Wealth Partners LLC holds 2,893 shares of XLE stock, worth $264,796. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,893
Previous 3,646 20.65%
Holding current value
$264,796
Previous $306 Million 10.66%
% of portfolio
0.21%
Previous 0.25%

Shares

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

Apr 19, 2024
SELL
$79.91 - $94.41 $60,172 - $71,090
-753 Reduced 20.65%
2,893 $273 Million
Q4 2023

Feb 07, 2024
BUY
$81.2 - $91.96 $1,299 - $1,471
16 Added 0.44%
3,646 $306 Million
Q3 2023

Nov 13, 2023
SELL
$79.09 - $93.36 $18,744 - $22,126
-237 Reduced 6.13%
3,630 $328 Million
Q2 2023

Aug 11, 2023
BUY
$76.59 - $87.23 $71,841 - $81,821
938 Added 32.02%
3,867 $314 Million
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $225,445 - $272,719
2,929 New
2,929 $243 Million

Others Institutions Holding XLE

# of Institutions
2,029
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners 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 Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email