A detailed history of Wall Capital Group, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Wall Capital Group, Inc. holds 34,408 shares of XLE stock, worth $2.89 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
34,408
Previous 35,363 2.7%
Holding current value
$2.89 Million
Previous $3.2 Million 9.76%
% of portfolio
3.27%
Previous 4.57%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$81.2 - $91.96 $77,546 - $87,821
-955 Reduced 2.7%
34,408 $2.88 Million
Q3 2023

Nov 06, 2023

BUY
$79.09 - $93.36 $757,049 - $893,641
9,572 Added 37.11%
35,363 $3.2 Million
Q2 2023

Jul 24, 2023

BUY
$76.59 - $87.23 $77,815 - $88,625
1,016 Added 4.1%
25,791 $2.09 Million
Q1 2023

Apr 17, 2023

BUY
$76.97 - $93.11 $1.88 Million - $2.28 Million
24,483 Added 8384.59%
24,775 $2.05 Million
Q4 2022

Jan 25, 2023

BUY
$76.09 - $94.08 $22,218 - $27,471
292 New
292 $0
Q3 2018

Oct 25, 2018

SELL
N/A
-91,117 Closed
0 $0
Q2 2018

Jul 19, 2018

SELL
N/A
-4,881 Reduced 5.08%
91,117 $6.92 Million
Q1 2018

Apr 19, 2018

SELL
N/A
-25,461 Reduced 20.96%
95,998 $6.47 Million
Q4 2017

Jan 18, 2018

SELL
N/A
-5,223 Reduced 4.12%
121,459 $8.78 Million
Q3 2017

Oct 12, 2017

BUY
N/A
126,682
126,682 $8.68 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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