Journey Strategic Wealth LLC Energy Sector Spdr Transaction History

Journey Strategic Wealth LLC

$2.25 Billion
Q1 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 48,935 shares of XLE stock, worth $4.46 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

48,935

Previous 3,039 1510.23%

Holding current value

$4.46 Million

Previous $254,000 1718.5%

% of portfolio

0.2%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.68 - $94.08 $440,767 - $501,540	5,331 Added 123.57%	9,645 $843,000

Q3 2022 Nov 14, 2022	SELL	N/A	-970 Reduced 18.36%	4,314 $311,000
Q2 2022 Aug 15, 2022	BUY	N/A	5,284 New	5,284 $378,000
Q1 2022 May 16, 2022	SELL	N/A	-4,193 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	4,193 New	4,193 $233,000

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Journey Strategic Wealth LLC Energy Sector Spdr Transaction History