Intercontinental Wealth Advisors, LLC Energy Sector Spdr Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 3,127 shares of XLE stock, worth $286,214. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,127
Previous 3,168 1.29%
Holding current value
$286,214
Previous $262,000 3.44%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
SELL
$76.59 - $87.23 $3,140 - $3,576
-41 Reduced 1.29%
3,127 $253,000
Q1 2023

May 03, 2023
SELL
$76.97 - $93.11 $153,555 - $185,754
-1,995 Reduced 38.64%
3,168 $262,000
Q4 2022

Feb 13, 2023
BUY
$82.68 - $94.08 $31,666 - $36,032
383 Added 8.01%
5,163 $451,000
Q3 2022

Nov 10, 2022
BUY
N/A
176 Added 3.82%
4,780 $344,000
Q2 2022

Aug 05, 2022
BUY
N/A
200 Added 4.54%
4,604 $329,000
Q1 2022

May 09, 2022
SELL
N/A
-160 Reduced 3.51%
4,404 $337,000
Q4 2021

Feb 08, 2022
BUY
N/A
3,923 Added 612.01%
4,564 $253,000
Q3 2020

Jan 19, 2021
BUY
N/A
1 Added 0.16%
643 $38,000
Q2 2020

Jan 19, 2021
BUY
N/A
642 New
642 $41,000
Q1 2020

Jan 19, 2021
BUY
N/A
641 New
641 $42,000
Q4 2019

Feb 07, 2020
SELL
N/A
-128 Reduced 19.91%
515 $28,000
Q3 2019

Oct 09, 2019
BUY
N/A
1 Added 0.16%
643 $38,000
Q2 2019

Aug 02, 2019
SELL
N/A
-641 Closed
0 $0
Q4 2018

Jan 31, 2019
BUY
N/A
641 New
641 $37,000

Others Institutions Holding XLE

# of Institutions
2,029
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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