A detailed history of Wealthstar Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealthstar Advisors, LLC holds 32,408 shares of XLE stock, worth $3.07 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
32,408
Previous 9,279 249.26%
Holding current value
$3.07 Million
Previous $876,000 237.1%
% of portfolio
2.39%
Previous 0.31%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$88.04 - $98.08 $2.04 Million - $2.27 Million
23,129 Added 249.26%
32,408 $2.95 Million
Q1 2024

Apr 19, 2024

SELL
$79.91 - $94.41 $39,075 - $46,166
-489 Reduced 5.01%
9,279 $876,000
Q4 2023

Jan 12, 2024

SELL
$81.2 - $91.96 $15,103 - $17,104
-186 Reduced 1.87%
9,768 $818,000
Q3 2023

Nov 06, 2023

SELL
$79.09 - $93.36 $23,489 - $27,727
-297 Reduced 2.9%
9,954 $899,000
Q2 2023

Jul 14, 2023

SELL
$76.59 - $87.23 $30,099 - $34,281
-393 Reduced 3.69%
10,251 $832,000
Q1 2023

May 03, 2023

BUY
$76.97 - $93.11 $14,855 - $17,970
193 Added 1.85%
10,644 $881,000
Q4 2022

Feb 14, 2023

BUY
$76.09 - $94.08 $15,826 - $19,568
208 Added 2.03%
10,451 $914,000
Q3 2022

Nov 14, 2022

SELL
$67.49 - $84.09 $19,639 - $24,470
-291 Reduced 2.76%
10,243 $734,000
Q2 2022

Aug 08, 2022

BUY
$70.66 - $92.28 $21,904 - $28,606
310 Added 3.03%
10,534 $747,000
Q1 2022

May 13, 2022

BUY
$57.22 - $78.75 $100,535 - $138,363
1,757 Added 20.75%
10,224 $801,000
Q4 2021

Feb 09, 2022

BUY
$53.01 - $59.14 $206,845 - $230,764
3,902 Added 85.48%
8,467 $471,000
Q3 2021

Nov 12, 2021

BUY
$45.79 - $54.81 $36,174 - $43,299
790 Added 20.93%
4,565 $237,000
Q2 2021

Aug 13, 2021

BUY
$47.07 - $56.19 $177,689 - $212,117
3,775 New
3,775 $201,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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