Marks Group Wealth Management, Inc Energy Sector Spdr Transaction History

Marks Group Wealth Management, Inc

  • $1 Billion
  • Q3 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 3,787 shares of XLE stock, worth $320,266. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,787
Previous 3,959 4.34%
Holding current value
$320,266
Previous $360,000 7.78%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 30, 2024
SELL
$84.35 - $93.39 $14,508 - $16,063
-172 Reduced 4.34%
3,787 $332,000
Q2 2024

Aug 14, 2024
SELL
$88.04 - $98.08 $10,564 - $11,769
-120 Reduced 2.94%
3,959 $360,000
Q1 2024

Apr 29, 2024
BUY
$79.91 - $94.41 $26,050 - $30,777
326 Added 8.69%
4,079 $385,000
Q4 2023

Feb 01, 2024
BUY
$81.2 - $91.96 $304,743 - $345,125
3,753 New
3,753 $314,000
Q1 2021

May 17, 2021
SELL
$37.96 - $53.57 $210,564 - $297,152
-5,547 Closed
0 $0
Q4 2020

Feb 08, 2021
BUY
$27.71 - $41.6 $153,707 - $230,755
5,547 New
5,547 $210,000

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
Track This Portfolio

Track Marks Group Wealth Management, Inc Portfolio

Follow Marks Group Wealth Management, Inc 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 Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email