A detailed history of Redmont Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 274 shares of XLE stock, worth $26,062. This represents 0.04% of its overall portfolio holdings.

Number of Shares
274
Previous 274 -0.0%
Holding current value
$26,062
Previous $24,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 10, 2024

SELL
$88.04 - $98.08 $5,018 - $5,590
-57 Reduced 17.22%
274 $24,000
Q1 2024

Apr 19, 2024

SELL
$79.91 - $94.41 $553,616 - $654,072
-6,928 Reduced 95.44%
331 $31,000
Q4 2023

Jan 31, 2024

SELL
$81.2 - $91.96 $36,296 - $41,106
-447 Reduced 5.8%
7,259 $608,000
Q3 2023

Oct 25, 2023

SELL
$79.09 - $93.36 $7,118 - $8,402
-90 Reduced 1.15%
7,706 $696,000
Q2 2023

Jul 20, 2023

SELL
$76.59 - $87.23 $59,204 - $67,428
-773 Reduced 9.02%
7,796 $632,000
Q1 2023

Apr 21, 2023

SELL
$76.97 - $93.11 $93,056 - $112,569
-1,209 Reduced 12.36%
8,569 $709,000
Q4 2022

Feb 14, 2023

BUY
$76.09 - $94.08 $76,013 - $93,985
999 Added 11.38%
9,778 $855,000
Q3 2022

Nov 14, 2022

SELL
$67.49 - $84.09 $836,201 - $1.04 Million
-12,390 Reduced 58.53%
8,779 $632,000
Q2 2022

Aug 15, 2022

BUY
$70.66 - $92.28 $117,860 - $153,923
1,668 Added 8.55%
21,169 $1.51 Million
Q1 2022

May 16, 2022

BUY
$57.22 - $78.75 $190,599 - $262,316
3,331 Added 20.6%
19,501 $1.49 Million
Q4 2021

Feb 14, 2022

BUY
$53.01 - $59.14 $857,171 - $956,293
16,170 New
16,170 $897,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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