Journey Strategic Wealth LLC Energy Sector Spdr Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 90,057 shares of XLE stock, worth $8.36 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
90,057
Previous 74,156 21.44%
Holding current value
$8.36 Million
Previous $6.51 Million 18.49%
% of portfolio
0.29%
Previous 0.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$83.32 - $97.27 $1.32 Million - $1.55 Million
15,901 Added 21.44%
90,057 $7.71 Million
Q3 2024

Nov 12, 2024
BUY
$84.35 - $93.39 $1.46 Million - $1.61 Million
17,255 Added 30.32%
74,156 $6.51 Million
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $701,326 - $781,305
7,966 Added 16.28%
56,901 $5.19 Million
Q1 2024

May 13, 2024
BUY
$79.91 - $94.41 $3.67 Million - $4.33 Million
45,896 Added 1510.23%
48,935 $4.62 Million
Q4 2023

Feb 09, 2024
SELL
$81.2 - $91.96 $1,055 - $1,195
-13 Reduced 0.43%
3,039 $254,000
Q2 2023

Aug 14, 2023
SELL
$76.59 - $87.23 $83,866 - $95,516
-1,095 Reduced 26.4%
3,052 $247,000
Q1 2023

May 11, 2023
SELL
$76.97 - $93.11 $423,181 - $511,918
-5,498 Reduced 57.0%
4,147 $343,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $405,635 - $501,540
5,331 Added 123.57%
9,645 $843,000
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $65,465 - $81,567
-970 Reduced 18.36%
4,314 $311,000
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $373,367 - $487,607
5,284 New
5,284 $378,000
Q1 2022

May 16, 2022
SELL
$57.22 - $78.75 $239,923 - $330,198
-4,193 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $222,270 - $247,974
4,193 New
4,193 $233,000

Others Institutions Holding XLE

# of Institutions
2,171
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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