A detailed history of Rockport Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Rockport Wealth LLC holds 14,039 shares of XLE stock, worth $1.19 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,039
Previous 18,883 25.65%
Holding current value
$1.19 Million
Previous $1.72 Billion 28.39%
% of portfolio
0.33%
Previous 0.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$84.35 - $93.39 $408,591 - $452,381
-4,844 Reduced 25.65%
14,039 $1.23 Billion
Q2 2024

Aug 15, 2024

SELL
$88.04 - $98.08 $60,131 - $66,988
-683 Reduced 3.49%
18,883 $1.72 Billion
Q1 2024

May 13, 2024

BUY
$79.91 - $94.41 $1.56 Million - $1.85 Million
19,566 New
19,566 $1.86 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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