A detailed history of Redwood Wealth Management Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 1,038 shares of XLE stock, worth $91,499. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,038
Holding current value
$91,499
% of portfolio
0.07%

Shares

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

Aug 09, 2024

BUY
$88.04 - $98.08 $91,385 - $101,807
1,038 New
1,038 $94.6 Million
Q4 2023

Jan 25, 2024

BUY
$81.2 - $91.96 $30,450 - $34,485
375 Added 11.09%
3,756 $315 Million
Q3 2023

Oct 18, 2023

SELL
$79.09 - $93.36 $7,197 - $8,495
-91 Reduced 2.62%
3,381 $306 Million
Q1 2023

Apr 19, 2023

SELL
$76.97 - $93.11 $2,001 - $2,420
-26 Reduced 0.74%
3,472 $288 Million
Q4 2022

Feb 01, 2023

BUY
$76.09 - $94.08 $266,162 - $329,091
3,498 New
3,498 $306 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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