A detailed history of Innova Wealth Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Innova Wealth Partners holds 51,966 shares of XLE stock, worth $4.53 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
51,966
Previous 52,769 1.52%
Holding current value
$4.53 Million
Previous $4.98 Million 4.92%
% of portfolio
3.63%
Previous 3.97%

Shares

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

Aug 13, 2024

SELL
$88.04 - $98.08 $70,696 - $78,758
-803 Reduced 1.52%
51,966 $4.74 Million
Q1 2024

May 15, 2024

BUY
$79.91 - $94.41 $177,560 - $209,779
2,222 Added 4.4%
52,769 $4.98 Million
Q4 2023

Feb 07, 2024

SELL
$81.2 - $91.96 $462,028 - $523,252
-5,690 Reduced 10.12%
50,547 $4.24 Million
Q3 2023

Oct 23, 2023

BUY
$79.09 - $93.36 $4.45 Million - $5.25 Million
56,237 New
56,237 $5.08 Million
Q4 2022

Jan 17, 2023

BUY
$82.68 - $94.08 $4.59 Million - $5.23 Million
55,562 New
55,562 $0
Q2 2022

Jul 11, 2022

SELL
N/A
-6,141 Reduced 8.43%
66,698 $4.77 Million
Q1 2022

Apr 18, 2022

SELL
N/A
-19,691 Reduced 21.28%
72,839 $5.57 Million
Q4 2021

Jan 13, 2022

BUY
N/A
4,513 Added 5.13%
92,530 $5.14 Million
Q3 2021

Oct 28, 2021

SELL
N/A
-1,555 Reduced 1.74%
88,017 $4.59 Million
Q2 2021

Oct 28, 2021

BUY
N/A
3,537 Added 4.11%
89,572 $4.83 Million
Q1 2021

Oct 28, 2021

SELL
N/A
-15,318 Reduced 15.11%
86,035 $4.22 Million
Q4 2020

Oct 28, 2021

BUY
N/A
101,353 New
101,353 $3.84 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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