Wells Financial Advisors Inc Energy Sector Spdr Transaction History

Wells Financial Advisors Inc

$73.1 Million
Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,410 shares of XLE stock, worth $122,120. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,410

Previous 1,430 1.4%

Holding current value

$122,120

Previous $130,000 5.38%

% of portfolio

0.17%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$84.35 - $93.39 $1,687 - $1,867	-20 Reduced 1.4%	1,410 $123,000
Q2 2024 Aug 09, 2024	SELL	$88.04 - $98.08 $15,847 - $17,654	-180 Reduced 11.18%	1,430 $130,000
Q1 2024 May 13, 2024	SELL	$79.91 - $94.41 $165,413 - $195,428	-2,070 Reduced 56.25%	1,610 $152,000
Q3 2023 Oct 10, 2023	BUY	$79.09 - $93.36 $21,354 - $25,207	270 Added 7.92%	3,680 $332,000
Q2 2023 Aug 07, 2023	SELL	$76.59 - $87.23 $34,465 - $39,253	-450 Reduced 11.66%	3,410 $276,000
Q1 2023 May 03, 2023	BUY	$76.97 - $93.11 $105,448 - $127,560	1,370 Added 55.02%	3,860 $319,000
Q4 2022 Feb 03, 2023	BUY	$76.09 - $94.08 $128,592 - $158,995	1,690 Added 211.25%	2,490 $217,000
Q3 2022 Nov 09, 2022	BUY	$67.49 - $84.09 $53,991 - $67,272	800 New	800 $58,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Wells Financial Advisors Inc Energy Sector Spdr Transaction History