Moulton Wealth Management, Inc Energy Sector Spdr Transaction History

Moulton Wealth Management, Inc

$118 Million
Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 20,565 shares of XLE stock, worth $2 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

20,565

Previous 41,199 50.08%

Holding current value

$2 Million

Previous $3.76 Million 51.93%

% of portfolio

1.53%

Previous 3.51%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$84.35 - $93.39 $1.74 Million - $1.93 Million	-20,634 Reduced 50.08%	20,565 $1.81 Million
Q2 2024 Jul 16, 2024	SELL	$88.04 - $98.08 $60,835 - $67,773	-691 Reduced 1.65%	41,199 $3.76 Million
Q1 2024 Apr 10, 2024	BUY	$79.91 - $94.41 $3.35 Million - $3.95 Million	41,890 New	41,890 $3.95 Million
Q3 2023 Oct 11, 2023	BUY	$79.09 - $93.36 $1.87 Million - $2.21 Million	23,627 New	23,627 $2.14 Million
Q3 2021 Oct 12, 2021	SELL	$45.79 - $54.81 $4.68 Million - $5.6 Million	-102,105 Closed	0 $0
Q2 2021 Jul 20, 2021	SELL	$47.07 - $56.19 $2.13 Million - $2.55 Million	-45,345 Reduced 30.75%	102,105 $5.5 Million
Q1 2021 Apr 08, 2021	BUY	$37.96 - $53.57 $1.4 Million - $1.97 Million	36,819 Added 33.28%	147,450 $7.22 Million
Q4 2020 Jan 12, 2021	BUY	$27.71 - $41.6 $3.07 Million - $4.6 Million	110,631 New	110,631 $4.65 Million
Q1 2020 Apr 13, 2020	SELL	$23.57 - $60.87 $2.63 Million - $6.79 Million	-111,604 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	$55.9 - $61.99 $6.24 Million - $6.92 Million	111,604 New	111,604 $6.74 Million

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

Ticker XLE
Sector ETFs
Industry ETFs

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Moulton Wealth Management, Inc Energy Sector Spdr Transaction History