Rmr Wealth Builders Energy Sector Spdr Transaction History

Rmr Wealth Builders

  • $824 Million
  • Q1 2024

A detailed history of Rmr Wealth Builders transactions in Energy Sector Spdr stock. As of the latest transaction made, Rmr Wealth Builders holds 12,039 shares of XLE stock, worth $1.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,039
Previous 12,400 2.91%
Holding current value
$1.1 Million
Previous $1.04 Million 9.34%
% of portfolio
0.14%
Previous 0.15%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$79.91 - $94.41 $28,847 - $34,082
-361 Reduced 2.91%
12,039 $1.14 Million
Q4 2023

Feb 06, 2024
SELL
$81.2 - $91.96 $343,313 - $388,806
-4,228 Reduced 25.43%
12,400 $1.04 Million
Q3 2023

Oct 23, 2023
SELL
$79.09 - $93.36 $36,065 - $42,572
-456 Reduced 2.67%
16,628 $1.5 Million
Q2 2023

Jul 21, 2023
SELL
$76.59 - $87.23 $53,766 - $61,235
-702 Reduced 3.95%
17,084 $1.39 Million
Q1 2023

Apr 11, 2023
BUY
$76.97 - $93.11 $620,532 - $750,652
8,062 Added 82.91%
17,786 $1.47 Million
Q4 2022

Feb 15, 2023
BUY
$82.68 - $94.08 $803,980 - $914,833
9,724 New
9,724 $850,000
Q3 2022

Nov 08, 2022
SELL
N/A
-440 Reduced 3.92%
10,786 $777,000
Q2 2022

Aug 02, 2022
SELL
N/A
-10,331 Reduced 47.92%
11,226 $803,000
Q1 2022

May 13, 2022
BUY
N/A
12,209 Added 130.61%
21,557 $1.65 Million
Q4 2021

Feb 02, 2022
BUY
N/A
1,867 Added 24.96%
9,348 $519,000
Q3 2021

Oct 18, 2021
BUY
N/A
417 Added 5.9%
7,481 $390,000
Q2 2021

Aug 16, 2021
BUY
N/A
1,399 Added 24.7%
7,064 $381,000
Q1 2021

May 13, 2021
BUY
N/A
5,665 New
5,665 $278,000
Q3 2020

Nov 13, 2020
SELL
N/A
-160 Closed
0 $0
Q4 2019

Mar 03, 2020
BUY
N/A
160 New
160 $10,000

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

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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