A detailed history of Titus Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Titus Wealth Management holds 7,441 shares of XLE stock, worth $659,867. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,441
Previous 7,480 0.52%
Holding current value
$659,867
Previous $572,000 6.99%
% of portfolio
0.27%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 09, 2022

SELL
N/A
-39 Reduced 0.52%
7,441 $532,000
Q1 2022

May 16, 2022

BUY
N/A
105 Added 1.42%
7,480 $572,000
Q4 2021

Feb 15, 2022

SELL
N/A
-810 Reduced 9.9%
7,375 $409,000
Q3 2021

Nov 15, 2021

BUY
N/A
1,415 Added 20.9%
8,185 $425,000
Q2 2021

Aug 16, 2021

BUY
N/A
6,770 New
6,770 $365,000
Q2 2020

Aug 14, 2020

SELL
N/A
-8,102 Closed
0 $0
Q1 2020

May 18, 2020

BUY
N/A
8,102 New
8,102 $235,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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