A detailed history of Mascoma Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 3,146 shares of XLE stock, worth $282,384. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,146
Previous 175 1697.71%
Holding current value
$282,384
Previous $15,000 1693.33%
% of portfolio
0.07%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
$83.32 - $97.27 $247,543 - $288,989
2,971 Added 1697.71%
3,146 $269,000
Q3 2024

Nov 05, 2024

BUY
$84.35 - $93.39 $14,761 - $16,343
175 New
175 $15,000
Q2 2022

Jul 14, 2022

BUY
$70.66 - $92.28 $1,342 - $1,753
19 New
19 $1,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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