Ever Source Wealth Advisors, LLC Energy Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12,213 shares of XLE stock, worth $1.11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

12,213

Previous 8,814 38.56%

Holding current value

$1.11 Million

Previous $832,000 38.58%

% of portfolio

0.09%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$79.91 - $94.41 $271,614 - $320,899	3,399 Added 38.56%	12,213 $1.15 Million
Q4 2023 Feb 09, 2024	SELL	$81.2 - $91.96 $4.93 Million - $5.58 Million	-60,696 Reduced 87.32%	8,814 $738,000
Q3 2023 Nov 03, 2023	BUY	$79.09 - $93.36 $140,622 - $165,994	1,778 Added 2.63%	69,510 $6.28 Million
Q2 2023 Aug 04, 2023	SELL	$76.59 - $87.23 $382,796 - $435,975	-4,998 Reduced 6.87%	67,732 $5.5 Million
Q1 2023 May 11, 2023	BUY	$76.97 - $93.11 $4.43 Million - $5.36 Million	57,577 Added 379.97%	72,730 $6.02 Million

Q4 2022 Feb 09, 2023	BUY	$82.68 - $94.08 $1.23 Million - $1.4 Million	14,860 Added 5071.67%	15,153 $1.33 Million
Q3 2022 Nov 07, 2022	BUY	N/A	52 Added 21.58%	293 $21,000
Q4 2021 Feb 07, 2022	BUY	N/A	241 New	241 $13,000

Others Institutions Holding XLE

# of Institutions

2,028

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Ever Source Wealth Advisors, LLC Energy Sector Spdr Transaction History