Lake Point Wealth Management Energy Sector Spdr Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Lake Point Wealth Management holds 964 shares of XLE stock, worth $81,139. This represents 0.04% of its overall portfolio holdings.

Number of Shares
964
Previous 951 1.37%
Holding current value
$81,139
Previous $73,000 5.48%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
BUY
$70.66 - $92.28 $918 - $1,199
13 Added 1.37%
964 $69,000
Q2 2021

Aug 04, 2021
BUY
$47.07 - $56.19 $43,163 - $51,526
917 Added 2697.06%
951 $51,000
Q1 2019

Aug 07, 2019
SELL
N/A
-8,077 Reduced 99.58%
34 $2,000
Q1 2019

Jun 03, 2019
BUY
N/A
6 Added 0.07%
8,111 $464,000
Q4 2018

Aug 07, 2019
SELL
N/A
-6 Reduced 0.07%
8,105 $465,000
Q4 2018

Feb 21, 2019
BUY
N/A
8,111 New
8,111 $464,000

Others Institutions Holding XLE

# of Institutions
2,027
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
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