Wealth Shield Partners, LLC Energy Sector Spdr Transaction History

Wealth Shield Partners, LLC

  • $600 Million
  • Q1 2024

A detailed history of Wealth Shield Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 678 shares of XLE stock, worth $62,057. This represents 0.01% of its overall portfolio holdings.

Number of Shares
678
Previous 1,076 36.99%
Holding current value
$62,057
Previous $90,000 28.89%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Apr 29, 2024
SELL
$79.91 - $94.41 $31,804 - $37,575
-398 Reduced 36.99%
678 $64,000
Q4 2023

Jan 23, 2024
SELL
$81.2 - $91.96 $241,326 - $273,305
-2,972 Reduced 73.42%
1,076 $90,000
Q3 2023

Oct 25, 2023
SELL
$79.09 - $93.36 $110,726 - $130,704
-1,400 Reduced 25.7%
4,048 $365,000
Q2 2023

Aug 03, 2023
SELL
$76.59 - $87.23 $35,461 - $40,387
-463 Reduced 7.83%
5,448 $442,000
Q1 2023

May 08, 2023
BUY
$76.97 - $93.11 $13,469 - $16,294
175 Added 3.05%
5,911 $489,000
Q4 2022

Feb 13, 2023
BUY
$82.68 - $94.08 $26,209 - $29,823
317 Added 5.85%
5,736 $501,000
Q3 2022

Nov 04, 2022
BUY
N/A
5,419 New
5,419 $390,000
Q2 2022

Aug 11, 2022
SELL
N/A
-91,992 Closed
0 $0
Q1 2022

May 09, 2022
SELL
N/A
-14,553 Reduced 13.66%
91,992 $7.03 Million
Q4 2021

Feb 10, 2022
BUY
N/A
106,545 New
106,545 $5.91 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-93,666 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
N/A
93,589 Added 121544.16%
93,666 $5.05 Million
Q1 2021

May 17, 2021
BUY
N/A
77 New
77 $4,000
Q4 2020

Feb 16, 2021
SELL
N/A
-938 Closed
0 $0
Q3 2020

Oct 30, 2020
BUY
N/A
513 Added 120.71%
938 $28,000
Q2 2020

Aug 13, 2020
BUY
N/A
377 Added 785.42%
425 $16,000
Q1 2020

May 12, 2020
BUY
N/A
3 Added 6.67%
48 $1,000
Q3 2019

Nov 13, 2019
BUY
N/A
45 New
45 $3,000
Q2 2019

Aug 12, 2019
SELL
N/A
-164 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
119 Added 264.44%
164 $9,000
Q3 2018

Nov 05, 2018
SELL
N/A
-30 Reduced 40.0%
45 $3,000
Q2 2018

Aug 02, 2018
SELL
N/A
-20 Reduced 21.05%
75 $6,000
Q1 2018

May 11, 2018
SELL
N/A
-129 Reduced 57.59%
95 $6,000
Q4 2017

Apr 18, 2018
BUY
N/A
224
224 $16,000

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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