Momentum Advisors, LLC Energy Sector Spdr Transaction History

Momentum Advisors, LLC

  • $96.6 Million
  • Q4 2022

A detailed history of Momentum Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Momentum Advisors, LLC holds 21,916 shares of XLE stock, worth $1.97 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
21,916
Previous 21,373 2.54%
Holding current value
$1.97 Million
Previous $1.54 Million 24.5%
% of portfolio
1.98%
Previous 1.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $41,316 - $51,085
543 Added 2.54%
21,916 $1.92 Million
Q3 2022

Nov 10, 2022
BUY
$67.49 - $84.09 $77,613 - $96,703
1,150 Added 5.69%
21,373 $1.54 Million
Q2 2022

Jul 22, 2022
BUY
$70.66 - $92.28 $1.43 Million - $1.87 Million
20,223 New
20,223 $1.45 Million

Others Institutions Holding XLE

# of Institutions
2,178
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Momentum Advisors, LLC Portfolio

Follow Momentum Advisors, 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 Momentum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Momentum Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email