Sound View Wealth Advisors Group, LLC Energy Sector Spdr Transaction History

Sound View Wealth Advisors Group, LLC

$933 Million
Q1 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,354 shares of XLE stock, worth $569,000. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,354

Previous 7,426 14.44%

Holding current value

$569,000

Previous $622,000 3.7%

% of portfolio

0.06%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$79.91 - $94.41 $85,663 - $101,207	-1,072 Reduced 14.44%	6,354 $599,000
Q4 2023 Feb 08, 2024	SELL	$81.2 - $91.96 $8,850 - $10,023	-109 Reduced 1.45%	7,426 $622,000
Q3 2023 Nov 07, 2023	BUY	$79.09 - $93.36 $55,204 - $65,165	698 Added 10.21%	7,535 $681,000
Q2 2023 Aug 08, 2023	SELL	$76.59 - $87.23 $7,505 - $8,548	-98 Reduced 1.41%	6,837 $554,000
Q1 2023 May 12, 2023	BUY	$76.97 - $93.11 $26,708 - $32,309	347 Added 5.27%	6,935 $574,000

Q4 2022 Feb 08, 2023	BUY	$82.68 - $94.08 $26,540 - $30,199	321 Added 5.12%	6,588 $576,000
Q3 2022 Nov 08, 2022	BUY	N/A	26 Added 0.42%	6,267 $451,000
Q2 2022 Aug 05, 2022	BUY	N/A	327 Added 5.53%	6,241 $446,000
Q1 2022 May 11, 2022	BUY	N/A	1,144 Added 23.98%	5,914 $452,000
Q4 2021 Jan 20, 2022	SELL	N/A	-977 Reduced 17.0%	4,770 $265,000
Q3 2021 Oct 21, 2021	BUY	N/A	197 Added 3.55%	5,747 $299,000
Q2 2021 Jul 21, 2021	BUY	N/A	5,550 New	5,550 $299,000

Others Institutions Holding XLE

# of Institutions

2,031

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Energy Sector Spdr Transaction History