Denver Wealth Management, Inc. Energy Sector Spdr Transaction History

Denver Wealth Management, Inc.

  • $207 Million
  • Q4 2024

A detailed history of Denver Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 6,956 shares of XLE stock, worth $642,943. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,956
Previous 7,214 3.58%
Holding current value
$642,943
Previous $633,000 6.0%
% of portfolio
0.29%
Previous 0.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$83.32 - $97.27 $21,496 - $25,095
-258 Reduced 3.58%
6,956 $595,000
Q3 2024

Oct 21, 2024
BUY
$84.35 - $93.39 $17,882 - $19,798
212 Added 3.03%
7,214 $633,000
Q2 2024

Jul 19, 2024
SELL
$88.04 - $98.08 $4,137 - $4,609
-47 Reduced 0.67%
7,002 $638,000
Q1 2024

Apr 18, 2024
SELL
$79.91 - $94.41 $255,632 - $302,017
-3,199 Reduced 31.22%
7,049 $665,000
Q4 2023

Jan 23, 2024
SELL
$81.2 - $91.96 $115,222 - $130,491
-1,419 Reduced 12.16%
10,248 $859,000
Q3 2023

Oct 24, 2023
SELL
$79.09 - $93.36 $25,546 - $30,155
-323 Reduced 2.69%
11,667 $1.05 Million
Q2 2023

Jul 17, 2023
SELL
$76.59 - $87.23 $6,203 - $7,065
-81 Reduced 0.67%
11,990 $973,000
Q1 2023

May 04, 2023
SELL
$76.97 - $93.11 $266,624 - $322,533
-3,464 Reduced 22.3%
12,071 $999,000
Q4 2022

Jan 27, 2023
BUY
$76.09 - $94.08 $156,973 - $194,087
2,063 Added 15.31%
15,535 $0
Q3 2022

Nov 08, 2022
BUY
$67.49 - $84.09 $240,871 - $300,117
3,569 Added 36.04%
13,472 $970,000
Q2 2022

Aug 11, 2022
BUY
$70.66 - $92.28 $699,745 - $913,848
9,903 New
9,903 $708,000

Others Institutions Holding XLE

# of Institutions
2,179
Shares Held
232M
Call Options Held
58M
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
Track This Portfolio

Track Denver Wealth Management, Inc. Portfolio

Follow Denver Wealth Management, Inc. 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 Denver Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Denver Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email