Redmont Wealth Advisors LLC Energy Sector Spdr Transaction History

Redmont Wealth Advisors LLC

$69.1 Million
Q1 2024

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 331 shares of XLE stock, worth $30,296. This represents 0.04% of its overall portfolio holdings.

Number of Shares

331

Previous 7,259 95.44%

Holding current value

$30,296

Previous $608,000 94.9%

% of portfolio

0.04%

Previous 0.92%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.68 - $94.08 $82,597 - $93,985	999 Added 11.38%	9,778 $855,000
Q3 2022 Nov 14, 2022	SELL	N/A	-12,390 Reduced 58.53%	8,779 $632,000
Q2 2022 Aug 15, 2022	BUY	N/A	1,668 Added 8.55%	21,169 $1.51 Million
Q1 2022 May 16, 2022	BUY	N/A	3,331 Added 20.6%	19,501 $1.49 Million
Q4 2021 Feb 14, 2022	BUY	N/A	16,170 New	16,170 $897,000

Others Institutions Holding XLE

# of Institutions

2,029

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Redmont Wealth Advisors LLC Energy Sector Spdr Transaction History