Moulton Wealth Management, Inc Energy Sector Spdr Transaction History

Moulton Wealth Management, Inc

  • $95.4 Million
  • Q1 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 41,890 shares of XLE stock, worth $3.82 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares
41,890
Holding current value
$3.82 Million
% of portfolio
4.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-102,105 Closed
0 $0
Q2 2021

Jul 20, 2021
SELL
N/A
-45,345 Reduced 30.75%
102,105 $5.5 Million
Q1 2021

Apr 08, 2021
BUY
N/A
36,819 Added 33.28%
147,450 $7.22 Million
Q4 2020

Jan 12, 2021
BUY
N/A
110,631 New
110,631 $4.65 Million
Q1 2020

Apr 13, 2020
SELL
N/A
-111,604 Closed
0 $0
Q4 2019

Jan 08, 2020
BUY
N/A
111,604 New
111,604 $6.74 Million

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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