Northwest Wealth Management, LLC Energy Sector Spdr Transaction History

Northwest Wealth Management, LLC

  • $381 Million
  • Q2 2024

A detailed history of Northwest Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 3,907 shares of XLE stock, worth $340,299. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,907
Previous 4,980 21.55%
Holding current value
$340,299
Previous $470,000 24.26%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Aug 05, 2024
SELL
$88.04 - $98.08 $94,466 - $105,239
-1,073 Reduced 21.55%
3,907 $356,000
Q1 2024

May 13, 2024
BUY
$79.91 - $94.41 $79 - $94
1 Added 0.02%
4,980 $470,000
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $162 - $183
2 Added 0.04%
4,979 $417,000
Q3 2023

Nov 01, 2023
BUY
$79.09 - $93.36 $79 - $93
1 Added 0.02%
4,977 $449,000
Q2 2023

Aug 07, 2023
BUY
$76.59 - $87.23 $153 - $174
2 Added 0.04%
4,976 $403,000
Q1 2023

May 10, 2023
BUY
$76.97 - $93.11 $19,781 - $23,929
257 Added 5.45%
4,974 $411,000
Q4 2022

Feb 07, 2023
BUY
$82.68 - $94.08 $165 - $188
2 Added 0.04%
4,717 $412,000
Q3 2022

Oct 27, 2022
BUY
N/A
2 Added 0.04%
4,715 $340,000
Q2 2022

Jul 26, 2022
BUY
N/A
2 Added 0.04%
4,713 $337,000
Q1 2022

Apr 29, 2022
BUY
N/A
1 Added 0.02%
4,711 $360,000
Q4 2021

Jan 24, 2022
BUY
N/A
2 Added 0.04%
4,710 $261,000
Q3 2021

Oct 20, 2021
BUY
N/A
2 Added 0.04%
4,708 $245,000
Q2 2021

Aug 02, 2021
BUY
N/A
2 Added 0.04%
4,706 $254,000
Q1 2021

May 10, 2021
BUY
N/A
4,704 New
4,704 $231,000

Others Institutions Holding XLE

# of Institutions
2,062
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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