Mgo Private Wealth, LLC Energy Sector Spdr Transaction History

Mgo Private Wealth, LLC

  • $139 Million
  • Q3 2024

A detailed history of Mgo Private Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 21,047 shares of XLE stock, worth $1.77 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
21,047
Previous 23,645 10.99%
Holding current value
$1.77 Million
Previous $2.16 Million 14.29%
% of portfolio
1.33%
Previous 1.37%

Shares

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

Nov 08, 2024
SELL
$84.35 - $93.39 $219,141 - $242,627
-2,598 Reduced 10.99%
21,047 $1.85 Million
Q2 2024

Aug 02, 2024
BUY
$88.04 - $98.08 $721,575 - $803,863
8,196 Added 53.05%
23,645 $2.16 Million
Q1 2024

Apr 18, 2024
BUY
$79.91 - $94.41 $98,129 - $115,935
1,228 Added 8.64%
15,449 $1.46 Million
Q4 2023

Feb 05, 2024
BUY
$81.2 - $91.96 $270,883 - $306,778
3,336 Added 30.65%
14,221 $1.19 Million
Q3 2023

Nov 01, 2023
SELL
$79.09 - $93.36 $118,793 - $140,226
-1,502 Reduced 12.13%
10,885 $983,000
Q2 2023

Jul 13, 2023
BUY
$76.59 - $87.23 $67,092 - $76,413
876 Added 7.61%
12,387 $1.01 Million
Q1 2023

Apr 17, 2023
SELL
$76.97 - $93.11 $287,867 - $348,231
-3,740 Reduced 24.52%
11,511 $953,000
Q4 2022

Feb 02, 2023
SELL
$76.09 - $94.08 $25,033 - $30,952
-329 Reduced 2.11%
15,251 $1.33 Million
Q3 2022

Nov 14, 2022
BUY
$67.49 - $84.09 $1.05 Million - $1.31 Million
15,580 New
15,580 $1.12 Million

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 Mgo Private Wealth, LLC Portfolio

Follow Mgo Private Wealth, LLC 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 Mgo Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email