Tandem Wealth Advisors LLC Energy Sector Spdr Transaction History

Tandem Wealth Advisors LLC

  • $182 Million
  • Q1 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 6,258 shares of XLE stock, worth $576,925. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,258
Previous 7,911 20.89%
Holding current value
$576,925
Previous $663,000 11.01%
% of portfolio
0.32%
Previous 0.38%

Shares

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

May 09, 2024
SELL
$79.91 - $94.41 $132,091 - $156,059
-1,653 Reduced 20.89%
6,258 $590,000
Q4 2023

Jan 17, 2024
SELL
$81.2 - $91.96 $16,727 - $18,943
-206 Reduced 2.54%
7,911 $663,000
Q3 2023

Oct 27, 2023
BUY
$79.09 - $93.36 $34,641 - $40,891
438 Added 5.7%
8,117 $733,000
Q2 2023

Aug 16, 2023
SELL
$76.59 - $87.23 $71,152 - $81,036
-929 Reduced 10.79%
7,679 $623 Million
Q1 2023

Jul 07, 2023
SELL
$76.97 - $93.11 $17,780 - $21,508
-231 Reduced 2.61%
8,608 $713 Million
Q4 2022

Feb 23, 2023
BUY
$82.68 - $94.08 $730,808 - $831,573
8,839 New
8,839 $773 Million

Others Institutions Holding XLE

# of Institutions
2,035
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

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