Forvis Wealth Advisors, LLC Energy Sector Spdr Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 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 7,102 shares of XLE stock, worth $624,904. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,102

Previous 7,102 -0.0%

Holding current value

$624,904

Previous $670,000 3.43%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,042

Shares Held

237M

Call Options Held

47.3M

Put Options Held

75.6M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Energy Sector Spdr Transaction History