Icon Wealth Partners, LLC Energy Sector Spdr Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,618 shares of XLE stock, worth $147,448. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,618
Previous 1,685 3.98%
Holding current value
$147,448
Previous $136,000 7.35%
% of portfolio
0.02%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$79.09 - $93.36 $5,299 - $6,255
-67 Reduced 3.98%
1,618 $146,000
Q2 2023

Aug 03, 2023
BUY
$76.59 - $87.23 $153 - $174
2 Added 0.12%
1,685 $136,000
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $129,540 - $156,704
1,683 New
1,683 $139,000
Q2 2019

Aug 13, 2019
SELL
N/A
-760 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
760 New
760 $50,000
Q3 2018

Nov 14, 2018
SELL
N/A
-760 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
760 New
760 $58,000
Q1 2018

May 15, 2018
SELL
N/A
-1,815 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
1,815
1,815 $131,000

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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