Guardian Wealth Advisors, LLC Energy Sector Spdr Transaction History

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 405 shares of XLE stock, worth $36,466. This represents 0.0% of its overall portfolio holdings.

Number of Shares
405
Previous 401 1.0%
Holding current value
$36,466
Previous $36,000 2.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$84.35 - $93.39 $337 - $373
4 Added 1.0%
405 $35,000
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $176 - $196
2 Added 0.5%
401 $36,000
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $37,317 - $44,089
-467 Reduced 53.93%
399 $37,000
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $19,975 - $22,622
-246 Reduced 22.12%
866 $72,000
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $237 - $280
3 Added 0.27%
1,112 $100,000
Q2 2023

Aug 14, 2023
SELL
$76.59 - $87.23 $1,684 - $1,919
-22 Reduced 1.95%
1,109 $90,000
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $2,078 - $2,513
27 Added 2.45%
1,131 $93,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $22,446 - $27,753
295 Added 36.46%
1,104 $96,000
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $15,185 - $18,920
-225 Reduced 21.76%
809 $58,000
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $141 - $184
2 Added 0.19%
1,034 $74,000
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $13,332 - $18,348
233 Added 29.16%
1,032 $79,000
Q4 2021

May 16, 2022
BUY
$53.01 - $59.14 $42,354 - $47,252
799 New
799 $44,000

Others Institutions Holding XLE

# of Institutions
2,076
Shares Held
234M
Call Options Held
45.8M
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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