Hcr Wealth Advisors Energy Sector Spdr Transaction History

Hcr Wealth Advisors

  • $658 Million
  • Q1 2024

A detailed history of Hcr Wealth Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Hcr Wealth Advisors holds 11,089 shares of XLE stock, worth $1.01 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,089
Previous 10,093 9.87%
Holding current value
$1.01 Million
Previous $846,000 23.64%
% of portfolio
0.16%
Previous 0.13%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$79.91 - $94.41 $79,590 - $94,032
996 Added 9.87%
11,089 $1.05 Million
Q4 2023

Feb 09, 2024
BUY
$81.2 - $91.96 $312,132 - $353,494
3,844 Added 61.51%
10,093 $846,000
Q3 2023

Oct 20, 2023
SELL
$79.09 - $93.36 $276,182 - $326,013
-3,492 Reduced 35.85%
6,249 $564,000
Q2 2023

Aug 09, 2023
SELL
$76.59 - $87.23 $700,185 - $797,456
-9,142 Reduced 48.41%
9,741 $790,000
Q1 2023

May 12, 2023
SELL
$76.97 - $93.11 $54,263 - $65,642
-705 Reduced 3.6%
18,883 $1.56 Million
Q4 2022

Feb 13, 2023
SELL
$82.68 - $94.08 $12,898 - $14,676
-156 Reduced 0.79%
19,588 $1.71 Million
Q3 2022

Nov 07, 2022
SELL
N/A
-2,504 Reduced 11.25%
19,744 $1.42 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-107,662 Reduced 82.87%
22,248 $1.59 Million
Q1 2022

May 05, 2022
SELL
N/A
-190,094 Reduced 59.4%
129,910 $9.93 Million
Q4 2021

Feb 04, 2022
SELL
N/A
-120,002 Reduced 27.27%
320,004 $17.8 Million
Q3 2021

Nov 02, 2021
BUY
N/A
7,253 Added 1.68%
440,006 $22.9 Million
Q2 2021

Jul 21, 2021
BUY
N/A
329,154 Added 317.72%
432,753 $23.3 Million
Q1 2021

May 13, 2021
BUY
N/A
1,839 Added 1.81%
103,599 $5.08 Million
Q4 2020

Feb 04, 2021
BUY
N/A
5 Added 0.0%
101,760 $3.86 Million
Q3 2020

Nov 05, 2020
BUY
N/A
50 Added 0.05%
101,755 $3.05 Million
Q2 2020

Jul 30, 2020
SELL
N/A
-2,116 Reduced 2.04%
101,705 $3.76 Million
Q1 2020

May 08, 2020
BUY
N/A
100,363 Added 2902.34%
103,821 $3.02 Million
Q4 2019

Feb 07, 2020
BUY
N/A
3,458 New
3,458 $208,000
Q3 2019

Nov 07, 2019
SELL
N/A
-3,841 Closed
0 $0
Q2 2019

Jul 25, 2019
BUY
N/A
3,841 New
3,841 $245,000
Q4 2018

Jan 31, 2019
SELL
N/A
-3,808 Closed
0 $0
Q3 2018

Nov 09, 2018
SELL
N/A
-99 Reduced 2.53%
3,808 $262,000
Q2 2018

Aug 14, 2018
BUY
N/A
3 Added 0.08%
3,907 $297,000
Q1 2018

May 15, 2018
SELL
N/A
-900 Reduced 18.73%
3,904 $263,000
Q4 2017

Feb 13, 2018
SELL
N/A
-1,050 Reduced 17.94%
4,804 $347,000
Q3 2017

Nov 13, 2017
BUY
N/A
125 Added 2.18%
5,854 $401,000
Q2 2017

Aug 16, 2017
BUY
N/A
5,729
5,729 $372,000

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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