Visionary Wealth Advisors Energy Sector Spdr Transaction History

Visionary Wealth Advisors

  • $1.44 Billion
  • Q1 2024

A detailed history of Visionary Wealth Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Visionary Wealth Advisors holds 70,060 shares of XLE stock, worth $6.41 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
70,060
Previous 104,375 32.88%
Holding current value
$6.41 Million
Previous $8.75 Million 24.41%
% of portfolio
0.46%
Previous 0.66%

Shares

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

May 15, 2024
SELL
$79.91 - $94.41 $2.74 Million - $3.24 Million
-34,315 Reduced 32.88%
70,060 $6.61 Million
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $553,865 - $627,259
6,821 Added 6.99%
104,375 $8.75 Million
Q3 2023

Nov 13, 2023
SELL
$79.09 - $93.36 $219,395 - $258,980
-2,774 Reduced 2.76%
97,554 $8.82 Million
Q2 2023

Aug 11, 2023
BUY
$76.59 - $87.23 $1.2 Million - $1.36 Million
15,637 Added 18.46%
100,328 $8.14 Million
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $1.27 Million - $1.54 Million
16,504 Added 24.2%
84,691 $7.01 Million
Q4 2022

Feb 13, 2023
BUY
$82.68 - $94.08 $2.84 Million - $3.23 Million
34,331 Added 101.4%
68,187 $5.96 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-46,243 Reduced 57.73%
33,856 $2.44 Million
Q2 2022

Aug 12, 2022
BUY
N/A
23,877 Added 42.47%
80,099 $5.73 Million
Q1 2022

May 12, 2022
BUY
N/A
6,030 Added 12.01%
56,222 $4.3 Million
Q4 2021

Feb 14, 2022
BUY
N/A
19,227 Added 62.09%
50,192 $2.79 Million
Q3 2021

Nov 12, 2021
BUY
N/A
22,880 Added 282.99%
30,965 $1.61 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-5,573 Reduced 40.8%
8,085 $436,000
Q1 2021

May 18, 2021
SELL
N/A
-12,406 Reduced 47.6%
13,658 $670,000
Q4 2020

Feb 16, 2021
SELL
N/A
-25,577 Reduced 49.53%
26,064 $988,000
Q3 2020

Nov 16, 2020
BUY
N/A
635 Added 1.24%
51,641 $1.55 Million
Q2 2020

Aug 14, 2020
BUY
N/A
51,006 New
51,006 $1.93 Million

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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