Neirg Wealth Management, LLC Energy Sector Spdr Transaction History

Neirg Wealth Management, LLC

$0
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$76.59 - $87.23 $2.1 Million - $2.4 Million	-27,467 Reduced 16.62%	137,805 $11.2 Million
Q1 2023 May 04, 2023	SELL	$76.97 - $93.11 $669,485 - $809,870	-8,698 Reduced 5.0%	165,272 $13.7 Million
Q4 2022 Feb 02, 2023	SELL	$76.09 - $94.08 $795,292 - $983,324	-10,452 Reduced 5.67%	173,970 $15.2 Million
Q3 2022 Nov 07, 2022	SELL	$67.49 - $84.09 $676,317 - $842,665	-10,021 Reduced 5.15%	184,422 $13.3 Million
Q2 2022 Aug 04, 2022	SELL	$70.66 - $92.28 $953,486 - $1.25 Million	-13,494 Reduced 6.49%	194,443 $13.9 Million
Q1 2022 May 11, 2022	SELL	$57.22 - $78.75 $619,177 - $852,153	-10,821 Reduced 4.95%	207,937 $15.9 Million
Q4 2021 Feb 07, 2022	BUY	$53.01 - $59.14 $11.6 Million - $12.9 Million	218,758 New	218,758 $12.1 Million

Others Institutions Holding XLE

# of Institutions

2,141

Shares Held

451M

Call Options Held

50.1M

Put Options Held

118M

Kingstone Capital Partners Texas, LLC Frisco, TX

223M
Shares

$19.1 Billion
3.11% of portfolio
Bank Of America Corp Charlotte, NC

27.8M
Shares

$2.38 Billion
0.21% of portfolio
Morgan Stanley New York, NY

16.3M
Shares

$1.39 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.2M
Shares

$1.22 Billion
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

10.5M
Shares

$898 Million
0.08% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Neirg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neirg Wealth Management, LLC with notifications on news.