Juncture Wealth Strategies, LLC Energy Sector Spdr Transaction History

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
BUY
$81.2 - $91.96 $202,350 - $229,164
2,492 Added 1.94%
130,930 $11 Million
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $10.2 Million - $12 Million
128,438 New
128,438 $11.6 Million
Q3 2020

Oct 15, 2020
SELL
$29.95 - $38.58 $165,683 - $213,424
-5,532 Closed
0 $0
Q2 2020

Jul 28, 2020
BUY
$27.62 - $46.86 $152,793 - $259,229
5,532 New
5,532 $209,000
Q1 2020

Apr 21, 2020
SELL
$23.57 - $60.87 $92,300 - $238,366
-3,916 Closed
0 $0
Q4 2019

Feb 03, 2020
SELL
$55.9 - $61.99 $16,099 - $17,853
-288 Reduced 6.85%
3,916 $235,000
Q3 2019

Oct 10, 2019
SELL
$59.2 - $63.13 $117,571 - $125,376
-1,986 Reduced 32.08%
4,204 $249,000
Q2 2019

Jul 16, 2019
SELL
N/A
-1,061 Reduced 14.63%
6,190 $394,000
Q1 2019

Apr 09, 2019
SELL
N/A
-4,526 Reduced 38.43%
7,251 $479,000
Q4 2018

Jan 17, 2019
SELL
N/A
-2,219 Reduced 15.85%
11,777 $675,000
Q3 2018

Oct 03, 2018
BUY
N/A
1,442 Added 11.49%
13,996 $1.06 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-337 Reduced 2.61%
12,554 $953,000
Q1 2018

Apr 25, 2018
SELL
N/A
-415 Reduced 3.12%
12,891 $869,000
Q4 2017

Jan 22, 2018
SELL
N/A
-2,390 Reduced 15.23%
13,306 $961,000
Q3 2017

Oct 18, 2017
BUY
N/A
15,696
15,696 $1.08 Million

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email