Wealthstar Advisors, LLC Energy Sector Spdr Transaction History

Wealthstar Advisors, LLC

  • $281 Million
  • Q1 2024

A detailed history of Wealthstar Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealthstar Advisors, LLC holds 9,279 shares of XLE stock, worth $849,306. This represents 0.31% of its overall portfolio holdings.

Number of Shares
9,279
Previous 9,768 5.01%
Holding current value
$849,306
Previous $818,000 7.09%
% of portfolio
0.31%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.68 - $94.08 $17,197 - $19,568
208 Added 2.03%
10,451 $914,000
Q3 2022

Nov 14, 2022
SELL
N/A
-291 Reduced 2.76%
10,243 $734,000
Q2 2022

Aug 08, 2022
BUY
N/A
310 Added 3.03%
10,534 $747,000
Q1 2022

May 13, 2022
BUY
N/A
1,757 Added 20.75%
10,224 $801,000
Q4 2021

Feb 09, 2022
BUY
N/A
3,902 Added 85.48%
8,467 $471,000
Q3 2021

Nov 12, 2021
BUY
N/A
790 Added 20.93%
4,565 $237,000
Q2 2021

Aug 13, 2021
BUY
N/A
3,775 New
3,775 $201,000

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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