Wells Financial Advisors Inc Energy Sector Spdr Transaction History

Wells Financial Advisors Inc

  • $148 Million
  • Q2 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 1,430 shares of XLE stock, worth $124,610. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,430
Previous 1,610 11.18%
Holding current value
$124,610
Previous $152,000 14.47%
% of portfolio
0.09%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,065
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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