A detailed history of Element Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Element Wealth, LLC holds 214 shares of XLE stock, worth $20,443. This represents 0.01% of its overall portfolio holdings.

Number of Shares
214
Previous 164 30.49%
Holding current value
$20,443
Previous $14,000 28.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

BUY
$84.35 - $93.39 $4,217 - $4,669
50 Added 30.49%
214 $18,000
Q1 2024

May 09, 2024

BUY
$79.91 - $94.41 $1,118 - $1,321
14 Added 9.33%
164 $15,000
Q3 2023

Nov 08, 2023

SELL
$79.09 - $93.36 $385,089 - $454,569
-4,869 Reduced 97.01%
150 $13,000
Q2 2020

Aug 06, 2020

BUY
$27.62 - $46.86 $136,663 - $231,863
4,948 Added 6969.01%
5,019 $5,000
Q1 2020

May 14, 2020

BUY
$23.57 - $60.87 $1,673 - $4,321
71 New
71 $2,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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