Peninsula Wealth, LLC Energy Sector Spdr Transaction History

Peninsula Wealth, LLC

  • $558 Million
  • Q3 2024

A detailed history of Peninsula Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Peninsula Wealth, LLC holds 2,295 shares of XLE stock, worth $194,248. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,295
Previous 2,295 -0.0%
Holding current value
$194,248
Previous $209,000 3.83%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 13, 2024
SELL
$88.04 - $98.08 $2,377 - $2,648
-27 Reduced 1.16%
2,295 $209,000
Q1 2024

May 30, 2024
BUY
$79.91 - $94.41 $185,551 - $219,220
2,322 New
2,322 $219,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $182,302 - $215,194
2,305 New
2,305 $208,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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