Sugarloaf Wealth Management, LLC Energy Sector Spdr Transaction History

Sugarloaf Wealth Management, LLC

  • $460 Million
  • Q2 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1 shares of XLE stock, worth $90. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1
Previous 789 99.87%
Holding current value
$90
Previous $74,000 100.0%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Jul 08, 2024
SELL
$88.04 - $98.08 $69,375 - $77,287
-788 Reduced 99.87%
1 $0
Q1 2024

Apr 23, 2024
SELL
$79.91 - $94.41 $5,993 - $7,080
-75 Reduced 8.68%
789 $74,000
Q3 2023

Nov 13, 2023
SELL
$79.09 - $93.36 $79 - $93
-1 Reduced 0.12%
864 $78,000
Q2 2023

Jul 13, 2023
SELL
$76.59 - $87.23 $10,339 - $11,776
-135 Reduced 13.5%
865 $70,000
Q1 2023

Apr 26, 2023
BUY
$76.97 - $93.11 $76 - $93
1 Added 0.1%
1,000 $82,000
Q4 2022

Feb 03, 2023
SELL
$76.09 - $94.08 $7,532 - $9,313
-99 Reduced 9.02%
999 $87,000
Q3 2022

Oct 11, 2022
BUY
$67.49 - $84.09 $6,816 - $8,493
101 Added 10.13%
1,098 $80,000
Q2 2022

Jul 12, 2022
SELL
$70.66 - $92.28 $39,286 - $51,307
-556 Reduced 35.8%
997 $71,000
Q1 2022

Apr 25, 2022
SELL
$57.22 - $78.75 $65,173 - $89,696
-1,139 Reduced 42.31%
1,553 $168,000
Q4 2021

Jan 20, 2022
BUY
$53.01 - $59.14 $29,155 - $32,527
550 Added 25.68%
2,692 $149,000
Q3 2021

Oct 20, 2021
BUY
$45.79 - $54.81 $320 - $383
7 Added 0.33%
2,142 $112,000
Q2 2021

Jul 20, 2021
BUY
$47.07 - $56.19 $74,888 - $89,398
1,591 Added 292.46%
2,135 $115,000
Q1 2021

Apr 19, 2021
SELL
$37.96 - $53.57 $75,274 - $106,229
-1,983 Reduced 78.47%
544 $95,000
Q4 2020

Feb 03, 2021
SELL
$27.71 - $41.6 $6,456 - $9,692
-233 Reduced 8.44%
2,527 $96,000
Q3 2020

Nov 03, 2020
SELL
$29.95 - $38.58 $3,234 - $4,166
-108 Reduced 3.77%
2,760 $78,000
Q2 2020

Jul 21, 2020
SELL
$27.62 - $46.86 $68,000 - $115,369
-2,462 Reduced 46.19%
2,868 $109,000
Q1 2020

Apr 15, 2020
BUY
$23.57 - $60.87 $81,316 - $210,001
3,450 Added 183.51%
5,330 $155,000
Q4 2019

Jan 29, 2020
BUY
$55.9 - $61.99 $105,092 - $116,541
1,880 New
1,880 $113,000

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

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