True Wealth Advisors, LLC Energy Sector Spdr Transaction History

True Wealth Advisors, LLC

  • $240 Million
  • Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 10,136 shares of XLE stock, worth $927,748. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,136
Previous 10,707 5.33%
Holding current value
$927,748
Previous $897,000 6.58%
% of portfolio
0.4%
Previous 0.38%

Shares

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

Apr 23, 2024
SELL
$79.91 - $94.41 $45,628 - $53,908
-571 Reduced 5.33%
10,136 $956,000
Q4 2023

Feb 08, 2024
SELL
$81.2 - $91.96 $80,956 - $91,684
-997 Reduced 8.52%
10,707 $897,000
Q3 2023

Nov 07, 2023
BUY
$79.09 - $93.36 $24,359 - $28,754
308 Added 2.7%
11,704 $1.06 Million
Q2 2023

Jul 31, 2023
BUY
$76.59 - $87.23 $109,983 - $125,262
1,436 Added 14.42%
11,396 $925,000
Q1 2023

Apr 19, 2023
BUY
$76.97 - $93.11 $39,793 - $48,137
517 Added 5.47%
9,960 $824,000
Q4 2022

Jan 23, 2023
BUY
$82.68 - $94.08 $89,459 - $101,794
1,082 Added 12.94%
9,443 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-754 Reduced 8.27%
8,361 $602,000
Q2 2022

Jul 27, 2022
SELL
N/A
-2,699 Reduced 22.85%
9,115 $652,000
Q4 2021

Feb 02, 2022
SELL
N/A
-6,553 Reduced 35.68%
11,814 $656,000
Q3 2021

Oct 25, 2021
SELL
N/A
-92 Reduced 0.5%
18,367 $957,000
Q2 2021

Jul 23, 2021
BUY
N/A
1,176 Added 6.8%
18,459 $994,000
Q1 2021

Apr 22, 2021
SELL
N/A
-634 Reduced 3.54%
17,283 $0
Q4 2020

Jan 25, 2021
BUY
N/A
17,917 New
17,917 $754,000

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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