A detailed history of Loveless Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Loveless Wealth Management LLC holds 17,024 shares of XLE stock, worth $1.55 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
17,024
Previous 16,004 6.37%
Holding current value
$1.55 Million
Previous $1.22 Million 0.49%
% of portfolio
0.8%
Previous 0.69%

Shares

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

Jul 22, 2022

BUY
N/A
1,020 Added 6.37%
17,024 $1.22 Million
Q1 2022

May 11, 2022

BUY
N/A
1,505 Added 10.38%
16,004 $1.22 Million
Q4 2021

Feb 14, 2022

BUY
N/A
972 Added 7.19%
14,499 $805,000
Q3 2021

Nov 12, 2021

BUY
N/A
575 Added 4.44%
13,527 $705,000
Q2 2021

Jul 28, 2021

BUY
N/A
810 Added 6.67%
12,952 $698,000
Q1 2021

May 03, 2021

BUY
N/A
1,989 Added 19.59%
12,142 $596,000
Q4 2020

Jan 27, 2021

BUY
N/A
545 Added 5.67%
10,153 $385,000
Q3 2020

Oct 14, 2020

BUY
N/A
926 Added 10.67%
9,608 $288,000
Q2 2020

Aug 10, 2020

BUY
N/A
1,162 Added 15.45%
8,682 $329,000
Q1 2020

Apr 20, 2020

BUY
N/A
1,550 Added 25.96%
7,520 $219,000
Q4 2019

Jan 23, 2020

BUY
N/A
5,970 New
5,970 $361,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Loveless Wealth Management LLC Portfolio

Follow Loveless Wealth Management 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 Loveless Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Loveless Wealth Management LLC with notifications on news.