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 $23,169. This represents 0.04% of its overall portfolio holdings.

Number of Shares
274
Previous 274 -0.0%
Holding current value
$23,169
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
Track This Portfolio

Track Redmont Wealth Advisors LLC Portfolio

Follow Redmont Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Redmont Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redmont Wealth Advisors LLC with notifications on news.