Mbl Wealth, LLC Energy Sector Spdr Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mbl Wealth, LLC holds 10,601 shares of XLE stock, worth $1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,601

Previous 10,884 2.6%

Holding current value

$1 Million

Previous $1.03 Million 5.94%

% of portfolio

0.12%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$88.04 - $98.08 $24,915 - $27,756	-283 Reduced 2.6%	10,601 $966,000
Q1 2024 Apr 22, 2024	SELL	$79.91 - $94.41 $18,619 - $21,997	-233 Reduced 2.1%	10,884 $1.03 Million
Q4 2023 Jan 18, 2024	BUY	$81.2 - $91.96 $46,284 - $52,417	570 Added 5.4%	11,117 $932,000
Q3 2023 Oct 11, 2023	SELL	$79.09 - $93.36 $10,914 - $12,883	-138 Reduced 1.29%	10,547 $953,000
Q2 2023 Jul 17, 2023	SELL	$76.59 - $87.23 $1.33 Million - $1.51 Million	-17,361 Reduced 61.9%	10,685 $867,000
Q1 2023 Apr 11, 2023	BUY	$76.97 - $93.11 $14,624 - $17,690	190 Added 0.68%	28,046 $2.32 Million
Q4 2022 Jan 12, 2023	BUY	$76.09 - $94.08 $37,892 - $46,851	498 Added 1.82%	27,856 $2.44 Million
Q3 2022 Jan 12, 2023	BUY	$67.49 - $84.09 $572,855 - $713,755	8,488 Added 44.98%	27,358 $1.97 Million
Q2 2022 Jan 12, 2023	BUY	$70.66 - $92.28 $597,218 - $779,950	8,452 Added 81.13%	18,870 $1.35 Million
Q1 2022 May 02, 2022	BUY	$57.22 - $78.75 $596,117 - $820,417	10,418 New	10,418 $796,000
Q3 2021 Oct 25, 2021	SELL	$45.79 - $54.81 $416,689 - $498,771	-9,100 Closed	0 $0
Q1 2021 May 27, 2021	BUY	$37.96 - $53.57 $345,436 - $487,487	9,100 New	9,100 $446,000

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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