Wealth Advisors, Inc. Energy Sector Spdr Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

A detailed history of Wealth Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Advisors, Inc. holds 6,943 shares of XLE stock, worth $657,710. This represents 0.28% of its overall portfolio holdings.

Number of Shares

6,943

Previous 6,360 9.17%

Holding current value

$657,710

Previous $516,000 21.51%

% of portfolio

0.28%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$79.09 - $93.36 $46,109 - $54,428	583 Added 9.17%	6,943 $627,000
Q2 2023 Jul 17, 2023	SELL	$76.59 - $87.23 $440,469 - $501,659	-5,751 Reduced 47.49%	6,360 $516,000
Q1 2023 May 05, 2023	BUY	$76.97 - $93.11 $25,246 - $30,540	328 Added 2.78%	12,111 $1 Million
Q4 2022 Jan 25, 2023	SELL	$76.09 - $94.08 $88,264 - $109,132	-1,160 Reduced 8.96%	11,783 $0
Q3 2022 Oct 13, 2022	BUY	$67.49 - $84.09 $18,019 - $22,452	267 Added 2.11%	12,943 $932,000
Q2 2022 Aug 05, 2022	BUY	$70.66 - $92.28 $895,686 - $1.17 Million	12,676 New	12,676 $906,000

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Wealth Advisors, Inc. Energy Sector Spdr Transaction History