A detailed history of Fsa Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fsa Wealth Management LLC holds 245 shares of XLE stock, worth $23,831. This represents 0.01% of its overall portfolio holdings.

Number of Shares
245
Previous 242 1.24%
Holding current value
$23,831
Previous $22,000 4.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$84.35 - $93.39 $253 - $280
3 Added 1.24%
245 $21,000
Q1 2024

May 16, 2024

BUY
$79.91 - $94.41 $79 - $94
1 Added 0.41%
242 $22,000
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $19,569 - $22,162
241 New
241 $20,000
Q3 2020

Nov 13, 2020

SELL
$29.95 - $38.58 $2,995 - $3,858
-100 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$23.57 - $60.87 $2,357 - $6,087
100 New
100 $3,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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