Tru Wealth Advisors, LLC Energy Sector Spdr Transaction History

Tru Wealth Advisors, LLC

$1.49 Billion
Q2 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 2,901 shares of XLE stock, worth $270,373. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,901

Previous 3,127 7.23%

Holding current value

$270,373

Previous $295,000 10.51%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$88.04 - $98.08 $19,897 - $22,166	-226 Reduced 7.23%	2,901 $264,000
Q1 2024 Apr 15, 2024	SELL	$79.91 - $94.41 $19,977 - $23,602	-250 Reduced 7.4%	3,127 $295,000
Q4 2023 Jan 10, 2024	SELL	$81.2 - $91.96 $1.29 Million - $1.47 Million	-15,934 Reduced 82.51%	3,377 $283,000
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $3.44 Million - $4.06 Million	-43,489 Reduced 69.25%	19,311 $1.75 Million
Q2 2023 Aug 04, 2023	SELL	$76.59 - $87.23 $2.19 Million - $2.5 Million	-28,640 Reduced 31.32%	62,800 $5.1 Million
Q1 2023 Apr 25, 2023	BUY	$76.97 - $93.11 $296,796 - $359,032	3,856 Added 4.4%	91,440 $7.57 Million
Q4 2022 Jan 27, 2023	BUY	$76.09 - $94.08 $92,905 - $114,871	1,221 Added 1.41%	87,584 $0
Q3 2022 Oct 24, 2022	BUY	$67.49 - $84.09 $271,917 - $338,798	4,029 Added 4.89%	86,363 $6.22 Million
Q2 2022 Jul 22, 2022	BUY	$70.66 - $92.28 $3.24 Million - $4.23 Million	45,885 Added 125.89%	82,334 $5.89 Million
Q1 2022 Apr 27, 2022	BUY	$57.22 - $78.75 $2.09 Million - $2.87 Million	36,449 New	36,449 $2.79 Million

Others Institutions Holding XLE

# of Institutions

2,063

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Tru Wealth Advisors, LLC Energy Sector Spdr Transaction History