Oak Harbor Wealth Partners, LLC Energy Sector Spdr Transaction History

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 2,220 shares of XLE stock, worth $203,773. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,220
Previous 2,340 5.13%
Holding current value
$203,773
Previous $220,000 8.18%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 18, 2024
SELL
$88.04 - $98.08 $10,564 - $11,769
-120 Reduced 5.13%
2,220 $202,000
Q1 2024

Apr 23, 2024
BUY
$79.91 - $94.41 $70,400 - $83,175
881 Added 60.38%
2,340 $220,000
Q4 2023

Feb 09, 2024
BUY
$81.2 - $91.96 $17,701 - $20,047
218 Added 17.57%
1,459 $122,000
Q3 2023

Oct 19, 2023
BUY
$79.09 - $93.36 $8,858 - $10,456
112 Added 9.92%
1,241 $112,000
Q1 2023

Apr 24, 2023
BUY
$76.97 - $93.11 $14,162 - $17,132
184 Added 19.47%
1,129 $93,000
Q4 2022

Jan 18, 2023
BUY
$82.68 - $94.08 $20,670 - $23,520
250 Added 35.97%
945 $0
Q1 2022

May 11, 2022
BUY
N/A
500 Added 256.41%
695 $53,000
Q4 2021

Feb 17, 2022
BUY
N/A
195 New
195 $11,000

Others Institutions Holding XLE

# of Institutions
2,033
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

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