Slate Stone Wealth, LLC Energy Sector Spdr Transaction History

Slate Stone Wealth, LLC

  • $996 Million
  • Q1 2024

A detailed history of Slate Stone Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 5,066 shares of XLE stock, worth $453,660. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,066
Previous 5,238 3.28%
Holding current value
$453,660
Previous $439,000 8.88%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Apr 26, 2024
SELL
$79.91 - $94.41 $13,744 - $16,238
-172 Reduced 3.28%
5,066 $478,000
Q4 2023

Feb 01, 2024
BUY
$81.2 - $91.96 $31,343 - $35,496
386 Added 7.96%
5,238 $439,000
Q2 2023

Aug 07, 2023
BUY
$76.59 - $87.23 $371,614 - $423,239
4,852 New
4,852 $394,000
Q4 2021

Feb 02, 2022
SELL
N/A
-19,933 Closed
0 $0
Q3 2021

Oct 28, 2021
BUY
N/A
10,358 Added 108.18%
19,933 $1.04 Million
Q2 2021

Aug 02, 2021
BUY
N/A
9 Added 0.09%
9,575 $516,000
Q1 2021

Apr 19, 2021
BUY
N/A
9,566 New
9,566 $469,000
Q4 2019

Feb 06, 2020
SELL
N/A
-5,125 Closed
0 $0
Q1 2019

May 06, 2019
SELL
N/A
-250 Reduced 4.65%
5,125 $339,000
Q4 2018

Feb 13, 2019
BUY
N/A
5,375 New
5,375 $308,000

Others Institutions Holding XLE

# of Institutions
2,031
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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