Monterey Private Wealth, Inc. Energy Sector Spdr Transaction History

Monterey Private Wealth, Inc.

  • $293 Million
  • Q3 2024

A detailed history of Monterey Private Wealth, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,909 shares of XLE stock, worth $276,704. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,909
Previous 2,909 -0.0%
Holding current value
$276,704
Previous $265,000 3.77%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $3,559 - $4,201
45 Added 1.57%
2,909 $262,000
Q2 2023

Jul 11, 2023
SELL
$76.59 - $87.23 $5,054 - $5,757
-66 Reduced 2.25%
2,864 $232,000
Q1 2023

Apr 06, 2023
BUY
$76.97 - $93.11 $5,080 - $6,145
66 Added 2.3%
2,930 $242,000
Q4 2022

Jan 20, 2023
BUY
$76.09 - $94.08 $913 - $1,128
12 Added 0.42%
2,864 $0
Q1 2022

Apr 08, 2022
BUY
$57.22 - $78.75 $163,191 - $224,595
2,852 New
2,852 $221,000

Others Institutions Holding XLE

# of Institutions
2,026
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 Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. 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 Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email