Transform Wealth, LLC Energy Sector Spdr Transaction History

Transform Wealth, LLC

  • $1.02 Billion
  • Q1 2024

A detailed history of Transform Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 2,494 shares of XLE stock, worth $228,275. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,494
Previous 2,493 0.04%
Holding current value
$228,275
Previous $209,000 12.44%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 15, 2024
BUY
$79.91 - $94.41 $79 - $94
1 Added 0.04%
2,494 $235,000
Q4 2023

Jan 18, 2024
SELL
$81.2 - $91.96 $53,429 - $60,509
-658 Reduced 20.88%
2,493 $209,000
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $15,897 - $18,765
201 Added 6.81%
3,151 $284,000
Q2 2023

Jul 13, 2023
BUY
$76.59 - $87.23 $225,940 - $257,328
2,950 New
2,950 $239,000
Q4 2022

Jan 12, 2023
SELL
$82.68 - $94.08 $285,907 - $325,328
-3,458 Reduced 47.88%
3,764 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-1,002 Reduced 12.18%
7,222 $520,000
Q2 2022

Jul 15, 2022
SELL
N/A
-52 Reduced 0.63%
8,224 $588,000
Q1 2022

Apr 25, 2022
SELL
N/A
-11,104 Reduced 57.3%
8,276 $632,000
Q4 2021

Jan 26, 2022
BUY
N/A
10,102 Added 108.88%
19,380 $1.08 Million
Q3 2021

Oct 15, 2021
SELL
N/A
-26,358 Reduced 73.96%
9,278 $483,000
Q2 2021

Jul 20, 2021
BUY
N/A
35,636 New
35,636 $1.92 Million
Q3 2019

Oct 24, 2019
SELL
N/A
-10,223 Closed
0 $0
Q2 2019

Jul 30, 2019
BUY
N/A
6,633 Added 184.76%
10,223 $651,000
Q4 2018

Jan 30, 2019
BUY
N/A
3,590 New
3,590 $206,000
Q2 2018

Aug 03, 2018
SELL
N/A
-3,794 Closed
0 $0
Q1 2018

May 03, 2018
SELL
N/A
-123 Reduced 3.14%
3,794 $256,000
Q4 2017

Feb 08, 2018
SELL
N/A
-97 Reduced 2.42%
3,917 $283,000
Q3 2017

Oct 19, 2017
BUY
N/A
4,014
4,014 $275,000

Others Institutions Holding XLE

# of Institutions
2,029
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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