Evermay Wealth Management LLC Energy Sector Spdr Transaction History

Evermay Wealth Management LLC

  • $661 Million
  • Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,690 shares of XLE stock, worth $248,475. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,690
Previous 2,520 6.75%
Holding current value
$248,475
Previous $211,000 19.91%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 13, 2024
BUY
$79.91 - $94.41 $13,584 - $16,049
170 Added 6.75%
2,690 $253,000
Q4 2023

Feb 09, 2024
SELL
$81.2 - $91.96 $32,480 - $36,784
-400 Reduced 13.7%
2,520 $211,000
Q2 2023

Aug 10, 2023
SELL
$76.59 - $87.23 $6,050 - $6,891
-79 Reduced 2.63%
2,920 $237,000
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $20,089 - $24,301
261 Added 9.53%
2,999 $248,000
Q4 2022

Jan 19, 2023
BUY
$82.68 - $94.08 $248 - $282
3 Added 0.11%
2,738 $0
Q3 2022

Nov 14, 2022
BUY
N/A
300 Added 12.32%
2,735 $197,000
Q2 2022

Aug 15, 2022
BUY
N/A
1,596 Added 190.23%
2,435 $174,000
Q1 2022

May 16, 2022
BUY
N/A
839 New
839 $64,000

Others Institutions Holding XLE

# of Institutions
2,033
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

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