Mc Kinley Carter Wealth Services, Inc. Energy Sector Spdr Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.47 Billion
  • Q1 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 7,158 shares of XLE stock, worth $659,896. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,158
Previous 7,265 1.47%
Holding current value
$659,896
Previous $609,000 10.84%
% of portfolio
0.05%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$79.91 - $94.41 $8,550 - $10,101
-107 Reduced 1.47%
7,158 $675,000
Q4 2023

Feb 07, 2024
SELL
$81.2 - $91.96 $179,208 - $202,955
-2,207 Reduced 23.3%
7,265 $609,000
Q3 2023

Oct 13, 2023
SELL
$79.09 - $93.36 $21,591 - $25,487
-273 Reduced 2.8%
9,472 $856,000
Q2 2023

Aug 02, 2023
SELL
$76.59 - $87.23 $473,479 - $539,255
-6,182 Reduced 38.81%
9,745 $791,000
Q1 2023

Apr 24, 2023
BUY
$76.97 - $93.11 $230,217 - $278,492
2,991 Added 23.12%
15,927 $1.32 Million
Q4 2022

Feb 07, 2023
BUY
$82.68 - $94.08 $318,235 - $362,113
3,849 Added 42.36%
12,936 $1.13 Million
Q3 2022

Oct 24, 2022
BUY
N/A
804 Added 9.71%
9,087 $654,000
Q2 2022

Jul 15, 2022
BUY
N/A
8,283 New
8,283 $592,000
Q1 2022

Apr 27, 2022
SELL
N/A
-4,225 Closed
0 $0
Q4 2021

Feb 07, 2022
SELL
N/A
-243 Reduced 5.44%
4,225 $234,000
Q3 2021

Nov 03, 2021
BUY
N/A
3 Added 0.07%
4,468 $232,000
Q2 2021

Aug 12, 2021
SELL
N/A
-515 Reduced 10.34%
4,465 $241,000
Q1 2021

Apr 30, 2021
BUY
N/A
4,980 New
4,980 $244,000
Q2 2018

Dec 07, 2018
SELL
N/A
-143 Closed
0 $0
Q1 2018

May 17, 2018
BUY
N/A
143 New
143 $10,000

Others Institutions Holding XLE

# of Institutions
2,035
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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