Hb Wealth Management, LLC Energy Sector Spdr Transaction History

Hb Wealth Management, LLC

$7.99 Billion
Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 10,192 shares of XLE stock, worth $912,693. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,192

Previous 11,399 10.59%

Holding current value

$912,693

Previous $955,000 0.73%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$79.91 - $94.41 $96,451 - $113,952	-1,207 Reduced 10.59%	10,192 $962,000
Q4 2023 Jan 16, 2024	BUY	$81.2 - $91.96 $40,356 - $45,704	497 Added 4.56%	11,399 $955,000
Q3 2023 Oct 13, 2023	BUY	$79.09 - $93.36 $59,712 - $70,486	755 Added 7.44%	10,902 $985,000
Q2 2023 Jul 13, 2023	BUY	$76.59 - $87.23 $26,806 - $30,530	350 Added 3.57%	10,147 $823,000
Q1 2023 Apr 13, 2023	BUY	$76.97 - $93.11 $35,560 - $43,016	462 Added 4.95%	9,797 $811,000

Q4 2022 Jan 20, 2023	BUY	$82.68 - $94.08 $512,864 - $583,578	6,203 Added 198.05%	9,335 $0
Q3 2022 Oct 19, 2022	SELL	N/A	-24,158 Reduced 88.52%	3,132 $226,000
Q2 2022 Jul 15, 2022	BUY	N/A	24,256 Added 799.47%	27,290 $1.95 Million
Q1 2022 May 16, 2022	BUY	N/A	3,034 New	3,034 $232,000

Others Institutions Holding XLE

# of Institutions

2,031

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Hb Wealth Management, LLC Energy Sector Spdr Transaction History