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 $601,333. This represents 0.28% of its overall portfolio holdings.

Number of Shares

6,943

Previous 6,360 9.17%

Holding current value

$601,333

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

2,027

Shares Held

236M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors, Inc. with notifications on news.

Account

Wealth Advisors, Inc. Energy Sector Spdr Transaction History