Legacy Capital Wealth Partners, LLC Energy Sector Spdr Transaction History

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025

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 5,897 shares of XLE stock, worth $524,715. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,897
Previous 5,880 0.29%
Holding current value
$524,715
Previous $503,000 9.54%
% of portfolio
0.13%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$85.7 - $93.96 $1,456 - $1,597
17 Added 0.29%
5,897 $551,000
Q4 2024

Jan 30, 2025
SELL
$83.32 - $97.27 $263,874 - $308,054
-3,167 Reduced 35.01%
5,880 $503,000
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
2,177
Shares Held
230M
Call Options Held
50.1M
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 Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, 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 Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email