Talisman Wealth Advisors LLC Energy Sector Spdr Transaction History

Talisman Wealth Advisors LLC

  • $86.2 Million
  • Q2 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,799 shares of XLE stock, worth $263,553. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,799
Previous 2,821 0.78%
Holding current value
$263,553
Previous $266,000 4.14%
% of portfolio
0.3%
Previous 0.34%

Shares

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

Aug 14, 2024
SELL
$88.04 - $98.08 $1,936 - $2,157
-22 Reduced 0.78%
2,799 $255,000
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $5,673 - $6,703
-71 Reduced 2.46%
2,821 $266,000
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $7,714 - $8,736
-95 Reduced 3.18%
2,892 $242,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $158 - $186
2 Added 0.07%
2,987 $269,000
Q2 2023

Aug 10, 2023
SELL
$76.59 - $87.23 $11,258 - $12,822
-147 Reduced 4.69%
2,985 $242,000
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $230 - $279
3 Added 0.1%
3,132 $259,000
Q4 2022

Feb 15, 2023
BUY
$76.09 - $94.08 $238,085 - $294,376
3,129 New
3,129 $274,000

Others Institutions Holding XLE

# of Institutions
2,047
Shares Held
236M
Call Options Held
46.9M
Put Options Held
75.7M
View Full List

About ENERGY SECTOR SPDR

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