A detailed history of Mascagni Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 5,627 shares of XLE stock, worth $465,521. This represents 0.52% of its overall portfolio holdings.

Number of Shares
5,627
Previous 6,245 9.9%
Holding current value
$465,521
Previous $583,000 90101.03%
% of portfolio
0.52%
Previous 0.63%

Shares

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

Apr 22, 2025

SELL
$85.7 - $93.96 $52,962 - $58,067
-618 Reduced 9.9%
5,627 $526 Million
Q1 2025

Apr 22, 2025

BUY
$85.7 - $93.96 $52,962 - $58,067
618 Added 10.98%
6,245 $583,000
Q4 2024

Apr 22, 2025

SELL
$83.32 - $97.27 $51,491 - $60,112
-618 Reduced 9.9%
5,627 $482,000
Q4 2024

Mar 21, 2025

BUY
$83.32 - $97.27 $520,333 - $607,451
6,245 New
6,245 $535 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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