Insight Wealth Strategies, LLC Energy Sector Spdr Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $2,679 - $3,034	33 Added 0.87%	3,830 $321,000
Q3 2023 Oct 13, 2023	BUY	$79.09 - $93.36 $5,694 - $6,721	72 Added 1.93%	3,797 $343,000
Q2 2023 Jul 14, 2023	SELL	$76.59 - $87.23 $2,757 - $3,140	-36 Reduced 0.96%	3,725 $302,000
Q1 2023 Apr 06, 2023	BUY	$76.97 - $93.11 $5,387 - $6,517	70 Added 1.9%	3,761 $311,000
Q4 2022 Jan 06, 2023	BUY	$76.09 - $94.08 $8,445 - $10,442	111 Added 3.1%	3,691 $0
Q2 2022 Jul 01, 2022	BUY	$70.66 - $92.28 $635 - $830	9 Added 0.25%	3,580 $256,000
Q1 2022 Apr 12, 2022	BUY	$57.22 - $78.75 $204,332 - $281,216	3,571 New	3,571 $273,000
Q4 2021 Jan 31, 2022	SELL	$53.01 - $59.14 $660,928 - $737,357	-12,468 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$45.79 - $54.81 $65,846 - $78,816	1,438 Added 13.04%	12,468 $649,000
Q2 2021 Aug 12, 2021	BUY	$47.07 - $56.19 $87,032 - $103,895	1,849 Added 20.14%	11,030 $594,000
Q1 2021 May 12, 2021	BUY	$37.96 - $53.57 $348,510 - $491,826	9,181 New	9,181 $450,000

Others Institutions Holding XLE

# of Institutions

2,063

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

Bank Of America Corp Charlotte, NC

41.1M
Shares

$3.83 Billion
0.34% of portfolio
Morgan Stanley New York, NY

17.6M
Shares

$1.64 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

11.8M
Shares

$1.1 Billion
0.26% of portfolio
Goldman Sachs Group Inc New York, NY

8.31M
Shares

$774 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$754 Million
0.38% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
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