Executive Wealth Management, LLC Energy Sector Spdr Transaction History

Executive Wealth Management, LLC

  • $1.09 Billion
  • Q1 2024

A detailed history of Executive Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Executive Wealth Management, LLC holds 8,291 shares of XLE stock, worth $758,875. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,291
Previous 12,231 32.21%
Holding current value
$758,875
Previous $1.03 Million 23.71%
% of portfolio
0.07%
Previous 0.1%

Shares

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

May 13, 2024
SELL
$79.91 - $94.41 $314,845 - $371,975
-3,940 Reduced 32.21%
8,291 $782,000
Q4 2023

Jan 26, 2024
BUY
$81.2 - $91.96 $20,787 - $23,541
256 Added 2.14%
12,231 $1.03 Million
Q3 2023

Nov 07, 2023
SELL
$79.09 - $93.36 $37,488 - $44,252
-474 Reduced 3.81%
11,975 $1.08 Million
Q2 2023

Aug 02, 2023
SELL
$76.59 - $87.23 $57,442 - $65,422
-750 Reduced 5.68%
12,449 $1.01 Million
Q1 2023

May 11, 2023
SELL
$76.97 - $93.11 $19,473 - $23,556
-253 Reduced 1.88%
13,199 $1.09 Million
Q4 2022

Feb 13, 2023
BUY
$82.68 - $94.08 $1.03 Million - $1.17 Million
12,454 Added 1247.9%
13,452 $1.18 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-13,282 Reduced 93.01%
998 $998,000
Q2 2022

Jul 26, 2022
BUY
N/A
7,692 Added 116.76%
14,280 $1.02 Million
Q1 2022

Apr 13, 2022
SELL
N/A
-1,073 Reduced 14.01%
6,588 $503,000
Q4 2021

Feb 03, 2022
BUY
N/A
3,221 Added 72.55%
7,661 $0
Q3 2021

Oct 27, 2021
SELL
N/A
-95 Reduced 2.09%
4,440 $231,000
Q2 2021

Jul 26, 2021
BUY
N/A
3,236 Added 249.11%
4,535 $244,000
Q3 2019

Oct 30, 2019
SELL
N/A
-455 Reduced 25.94%
1,299 $76,000
Q2 2019

Aug 01, 2019
BUY
N/A
200 Added 12.87%
1,754 $112,000
Q1 2019

May 02, 2019
SELL
N/A
-146 Reduced 8.59%
1,554 $103,000
Q4 2018

Feb 19, 2019
BUY
N/A
1,700 New
1,700 $97,000

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
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