Towerpoint Wealth, LLC Energy Sector Spdr Transaction History

Towerpoint Wealth, LLC

$201 Million
Q4 2024

A detailed history of Towerpoint Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 5,122 shares of XLE stock, worth $473,426. This represents 0.22% of its overall portfolio holdings.

Number of Shares

5,122

Previous 6,222 17.68%

Holding current value

$473,426

Previous $546,000 19.78%

% of portfolio

0.22%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$83.32 - $97.27 $91,651 - $106,997	-1,100 Reduced 17.68%	5,122 $438,000
Q2 2024 Jul 12, 2024	SELL	$88.04 - $98.08 $21,745 - $24,225	-247 Reduced 3.82%	6,222 $567,000
Q1 2024 Apr 15, 2024	BUY	$79.91 - $94.41 $100,446 - $118,673	1,257 Added 24.12%	6,469 $610,000
Q3 2023 Oct 10, 2023	BUY	$79.09 - $93.36 $79 - $93	1 Added 0.02%	5,212 $471,000
Q4 2022 Feb 10, 2023	SELL	$76.09 - $94.08 $34,164 - $42,241	-449 Reduced 7.93%	5,211 $455,000
Q2 2022 Aug 08, 2022	BUY	$70.66 - $92.28 $847 - $1,107	12 Added 0.21%	5,660 $405,000
Q3 2021 Nov 12, 2021	SELL	$45.79 - $54.81 $46,660 - $55,851	-1,019 Reduced 15.28%	5,648 $294,000
Q4 2020 Feb 10, 2021	BUY	$27.71 - $41.6 $27 - $41	1 Added 0.02%	6,667 $253,000
Q3 2020 Nov 13, 2020	BUY	$29.95 - $38.58 $778 - $1,003	26 Added 0.39%	6,666 $200,000
Q2 2020 Aug 07, 2020	BUY	$27.62 - $46.86 $183,396 - $311,150	6,640 New	6,640 $251,000

Others Institutions Holding XLE

# of Institutions

2,178

Shares Held

232M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Towerpoint Wealth, LLC Energy Sector Spdr Transaction History