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 $82,209. This represents 0.04% of its overall portfolio holdings.

Number of Shares
964
Previous 951 1.37%
Holding current value
$82,209
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
2,116
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management 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 Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email