A detailed history of Icapital Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Icapital Wealth LLC holds 2,777 shares of XLE stock, worth $270,118. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,777
Previous 2,777 -0.0%
Holding current value
$270,118
Previous $253,000 3.95%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$88.04 - $98.08 $244,487 - $272,368
2,777 New
2,777 $253,000
Q1 2023

May 15, 2023

BUY
$76.97 - $93.11 $275,937 - $333,799
3,585 New
3,585 $296,000
Q2 2022

Aug 11, 2022

SELL
$70.66 - $92.28 $692,750 - $904,713
-9,804 Closed
0 $0
Q1 2022

Apr 12, 2022

BUY
$57.22 - $78.75 $143,050 - $196,875
2,500 Added 34.23%
9,804 $0
Q4 2021

Feb 15, 2022

BUY
$53.01 - $59.14 $387,185 - $431,958
7,304 New
7,304 $405,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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