Forvis Wealth Advisors, LLC Energy Sector Spdr Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 6,907 shares of XLE stock, worth $608,023. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,907
Previous 7,102 2.75%
Holding current value
$608,023
Previous $647,000 6.34%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$84.35 - $93.39 $16,448 - $18,211
-195 Reduced 2.75%
6,907 $606,000
Q1 2024

Apr 19, 2024
SELL
$79.91 - $94.41 $80,149 - $94,693
-1,003 Reduced 12.38%
7,102 $670,000
Q4 2023

Jan 11, 2024
BUY
$81.2 - $91.96 $27,445 - $31,082
338 Added 4.35%
8,105 $679,000
Q3 2023

Oct 25, 2023
BUY
$79.09 - $93.36 $18,981 - $22,406
240 Added 3.19%
7,767 $702,000
Q2 2023

Aug 08, 2023
BUY
$76.59 - $87.23 $5,667 - $6,455
74 Added 0.99%
7,527 $610,000
Q1 2023

Apr 26, 2023
BUY
$76.97 - $93.11 $14,008 - $16,946
182 Added 2.5%
7,453 $617,000
Q4 2022

Feb 02, 2023
SELL
$76.09 - $94.08 $66,198 - $81,849
-870 Reduced 10.69%
7,271 $635,000
Q3 2022

Oct 13, 2022
SELL
$67.49 - $84.09 $12,688 - $15,808
-188 Reduced 2.26%
8,141 $586,000
Q2 2022

Jul 22, 2022
BUY
$70.66 - $92.28 $14,555 - $19,009
206 Added 2.54%
8,329 $596,000
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $464,798 - $639,686
8,123 New
8,123 $621,000
Q2 2021

Jul 14, 2021
SELL
$47.07 - $56.19 $384,420 - $458,903
-8,167 Closed
0 $0
Q1 2021

Apr 23, 2021
BUY
$37.96 - $53.57 $44,109 - $62,248
1,162 Added 16.59%
8,167 $401,000
Q4 2020

Jan 22, 2021
BUY
$27.71 - $41.6 $194,108 - $291,408
7,005 New
7,005 $265,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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