Nelson, Van Denburg & Campbell Wealth Management Group, LLC Energy Sector Spdr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.25 Billion
  • Q2 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 16,998 shares of XLE stock, worth $1.48 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,998
Previous 17,513 2.94%
Holding current value
$1.48 Million
Previous $1.65 Million 6.29%
% of portfolio
0.07%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$88.04 - $98.08 $45,340 - $50,511
-515 Reduced 2.94%
16,998 $1.55 Million
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $821,554 - $970,629
10,281 Added 142.16%
17,513 $1.65 Million
Q4 2023

Jan 30, 2024
SELL
$81.2 - $91.96 $99,632 - $112,834
-1,227 Reduced 14.51%
7,232 $606,000
Q3 2023

Oct 17, 2023
SELL
$79.09 - $93.36 $16,846 - $19,885
-213 Reduced 2.46%
8,459 $764,000
Q2 2023

Jul 19, 2023
SELL
$76.59 - $87.23 $29,487 - $33,583
-385 Reduced 4.25%
8,672 $703,000
Q1 2023

May 10, 2023
BUY
$76.97 - $93.11 $165,023 - $199,627
2,144 Added 31.01%
9,057 $750,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $32,870 - $40,642
432 Added 6.67%
6,913 $604,000
Q3 2022

Oct 26, 2022
BUY
$67.49 - $84.09 $26,726 - $33,299
396 Added 6.51%
6,481 $459,000
Q2 2022

Aug 10, 2022
BUY
$70.66 - $92.28 $14,273 - $18,640
202 Added 3.43%
6,085 $428,000
Q1 2022

May 13, 2022
BUY
$57.22 - $78.75 $278,833 - $383,748
4,873 Added 482.48%
5,883 $449,000
Q4 2021

Feb 14, 2022
SELL
$53.01 - $59.14 $9,541 - $10,645
-180 Reduced 15.13%
1,010 $56,000
Q3 2021

Nov 02, 2021
SELL
$45.79 - $54.81 $5,952 - $7,125
-130 Reduced 9.85%
1,190 $62,000
Q2 2021

Jul 27, 2021
BUY
$47.07 - $56.19 $29,607 - $35,343
629 Added 91.03%
1,320 $71,000
Q1 2021

May 11, 2021
BUY
$37.96 - $53.57 $1,252 - $1,767
33 Added 5.02%
691 $33,000
Q4 2020

Feb 09, 2021
BUY
$27.71 - $41.6 $83 - $124
3 Added 0.46%
658 $24,000
Q3 2020

Oct 20, 2020
BUY
$29.95 - $38.58 $59 - $77
2 Added 0.31%
655 $19,000
Q2 2020

Jul 02, 2020
BUY
$27.62 - $46.86 $18,035 - $30,599
653 New
653 $0
Q1 2020

Apr 01, 2020
SELL
$23.57 - $60.87 $424 - $1,095
-18 Closed
0 $0
Q3 2019

Oct 09, 2019
SELL
$59.2 - $63.13 $59 - $63
-1 Reduced 5.26%
18 $0
Q2 2019

Aug 14, 2019
BUY
N/A
1 Added 5.56%
19 $1,000
Q3 2018

Nov 14, 2018
BUY
N/A
18 New
18 $1,000

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

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