A detailed history of Minot Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Minot Wealth Management LLC holds 22,277 shares of XLE stock, worth $2.08 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
22,277
Previous 22,068 0.95%
Holding current value
$2.08 Million
Previous $1.69 Million 5.57%
% of portfolio
0.41%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 12, 2022

BUY
$70.66 - $92.28 $14,767 - $19,286
209 Added 0.95%
22,277 $1.59 Million
Q1 2022

Apr 14, 2022

BUY
$57.22 - $78.75 $544,963 - $750,015
9,524 Added 75.92%
22,068 $1.69 Million
Q2 2021

Jul 19, 2021

BUY
$47.07 - $56.19 $590,446 - $704,847
12,544 New
12,544 $657,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Minot Wealth Management LLC Portfolio

Follow Minot Wealth Management 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 Minot Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minot Wealth Management LLC with notifications on news.