Peterson Wealth Services Energy Sector Spdr Transaction History

Peterson Wealth Services

$274 Million
Q1 2024

A detailed history of Peterson Wealth Services transactions in Energy Sector Spdr stock. As of the latest transaction made, Peterson Wealth Services holds 2,627 shares of XLE stock, worth $240,449. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,627

Previous 7,058 62.78%

Holding current value

$240,449

Previous $591,000 58.04%

% of portfolio

0.09%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$79.91 - $94.41 $354,081 - $418,330	-4,431 Reduced 62.78%	2,627 $248,000
Q4 2023 Jan 31, 2024	BUY	$81.2 - $91.96 $573,109 - $649,053	7,058 New	7,058 $591,000
Q2 2023 Jul 13, 2023	SELL	$76.59 - $87.23 $2.67 Million - $3.04 Million	-34,853 Reduced 40.34%	51,548 $4.18 Million
Q1 2023 Apr 06, 2023	SELL	$76.97 - $93.11 $417,177 - $504,656	-5,420 Reduced 5.9%	86,401 $7.16 Million
Q4 2022 Jan 20, 2023	BUY	$82.68 - $94.08 $110,212 - $125,408	1,333 Added 1.47%	91,821 $0

Q3 2022 Nov 09, 2022	BUY	N/A	3,520 Added 4.05%	90,488 $6.52 Million
Q2 2022 Jul 11, 2022	SELL	N/A	-6,960 Reduced 7.41%	86,968 $6.22 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-1,001 Reduced 1.05%	93,928 $7.18 Million
Q4 2021 Jan 31, 2022	BUY	N/A	94,929 New	94,929 $5.27 Million

Others Institutions Holding XLE

# of Institutions

2,029

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Peterson Wealth Services Energy Sector Spdr Transaction History