Jfs Wealth Advisors, LLC Energy Sector Spdr Transaction History

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 16,840 shares of XLE stock, worth $1.53 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
16,840
Previous 10,174 65.52%
Holding current value
$1.53 Million
Previous $852,000 86.5%
% of portfolio
0.13%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $532,680 - $629,337
6,666 Added 65.52%
16,840 $1.59 Million
Q4 2023

Feb 07, 2024
BUY
$81.2 - $91.96 $228,415 - $258,683
2,813 Added 38.21%
10,174 $852,000
Q3 2023

Nov 02, 2023
BUY
$79.09 - $93.36 $36,855 - $43,505
466 Added 6.76%
7,361 $665,000
Q2 2023

Aug 07, 2023
BUY
$76.59 - $87.23 $612 - $697
8 Added 0.12%
6,895 $559,000
Q1 2023

Apr 19, 2023
BUY
$76.97 - $93.11 $9,082 - $10,986
118 Added 1.74%
6,887 $570,000
Q4 2022

Feb 13, 2023
SELL
$82.68 - $94.08 $266,394 - $303,125
-3,222 Reduced 32.25%
6,769 $592,000
Q3 2022

Oct 21, 2022
BUY
N/A
65 Added 0.65%
9,991 $720,000
Q2 2022

Aug 02, 2022
SELL
N/A
-988 Reduced 9.05%
9,926 $710,000
Q1 2022

May 02, 2022
BUY
N/A
518 Added 4.98%
10,914 $834,000
Q4 2021

Feb 03, 2022
BUY
N/A
250 Added 2.46%
10,396 $577,000
Q3 2021

Nov 09, 2021
BUY
N/A
3,386 Added 50.09%
10,146 $529,000
Q2 2021

Aug 04, 2021
BUY
N/A
6,691 Added 9697.1%
6,760 $364,000
Q1 2021

Apr 28, 2021
BUY
N/A
69 New
69 $3,000
Q4 2020

Feb 01, 2021
SELL
N/A
-95 Closed
0 $0
Q3 2020

Oct 28, 2020
BUY
N/A
95 New
95 $3,000
Q2 2020

Aug 05, 2020
SELL
N/A
-200 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
N/A
-2,500 Reduced 92.59%
200 $6,000
Q3 2019

Oct 31, 2019
BUY
N/A
1,500 Added 125.0%
2,700 $160,000
Q4 2018

Jan 28, 2019
BUY
N/A
1,000 Added 500.0%
1,200 $69,000
Q2 2018

Jul 26, 2018
SELL
N/A
-34 Reduced 14.53%
200 $15,000
Q1 2018

Apr 26, 2018
SELL
N/A
-6,763 Reduced 96.66%
234 $16,000
Q4 2017

Jan 31, 2018
BUY
N/A
26 Added 0.37%
6,997 $506,000
Q3 2017

Oct 20, 2017
BUY
N/A
6,971
6,971 $477,000

Others Institutions Holding XLE

# of Institutions
2,026
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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