Vista Private Wealth Partners. LLC Energy Sector Spdr Transaction History

Vista Private Wealth Partners. LLC

$256 Million
Q4 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 196 shares of XLE stock, worth $17,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares

196

Previous 194 1.03%

Holding current value

$17,136

Previous $17,000 5.88%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$83.32 - $97.27 $166 - $194	2 Added 1.03%	196 $16,000
Q3 2024 Dec 03, 2024	BUY	$84.35 - $93.39 $168 - $186	2 Added 1.04%	194 $17,000
Q2 2024 Aug 05, 2024	BUY	$88.04 - $98.08 $16,903 - $18,831	192 New	192 $17,000
Q2 2023 Jul 17, 2023	SELL	$76.59 - $87.23 $61,425 - $69,958	-802 Reduced 14.49%	4,734 $384,000
Q1 2023 May 09, 2023	SELL	$76.97 - $93.11 $4,233 - $5,121	-55 Reduced 0.98%	5,536 $458,000
Q4 2022 Jan 12, 2023	BUY	$76.09 - $94.08 $425,419 - $526,001	5,591 New	5,591 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-25,304 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	300 Added 1.2%	25,304 $1.68 Million
Q1 2018 May 15, 2018	SELL	N/A	-1,790 Reduced 6.68%	25,004 $1.93 Million
Q4 2017 Feb 26, 2018	SELL	N/A	-1,634 Reduced 5.75%	26,794 $1.81 Million
Q3 2017 Dec 05, 2017	BUY	N/A	28,428	28,428 $1.99 Million

Others Institutions Holding XLE

# of Institutions

2,174

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Vista Private Wealth Partners. LLC Energy Sector Spdr Transaction History