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 $245,985. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,909
Previous 2,909 -0.0%
Holding current value
$245,985
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
2,027
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
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