Legacy Capital Wealth Partners, LLC Energy Sector Spdr Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 9,047 shares of XLE stock, worth $871,587. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,047
Previous 5,376 68.28%
Holding current value
$871,587
Previous $490,000 62.04%
% of portfolio
0.14%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$84.35 - $93.39 $309,648 - $342,834
3,671 Added 68.28%
9,047 $794,000
Q2 2024

Aug 01, 2024
BUY
$88.04 - $98.08 $473,303 - $527,278
5,376 New
5,376 $490,000
Q4 2023

Feb 05, 2024
SELL
$81.2 - $91.96 $184,730 - $209,209
-2,275 Reduced 32.38%
4,751 $398,000
Q3 2023

Oct 16, 2023
SELL
$79.09 - $93.36 $1.31 Million - $1.55 Million
-16,614 Reduced 70.28%
7,026 $635,000
Q2 2023

Jul 27, 2023
SELL
$76.59 - $87.23 $3.07 Million - $3.5 Million
-40,100 Reduced 62.91%
23,640 $1.92 Million
Q1 2023

May 10, 2023
SELL
$76.97 - $93.11 $560,957 - $678,585
-7,288 Reduced 10.26%
63,740 $5.28 Million
Q4 2022

Feb 09, 2023
SELL
$76.09 - $94.08 $146,168 - $180,727
-1,921 Reduced 2.63%
71,028 $6.21 Million
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $77,411 - $96,451
-1,147 Reduced 1.55%
72,949 $5.25 Million
Q2 2022

Aug 12, 2022
SELL
$70.66 - $92.28 $223,992 - $292,527
-3,170 Reduced 4.1%
74,096 $5.3 Million
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $4.42 Million - $6.08 Million
77,266 New
77,266 $5.91 Million

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
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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