Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023

BUY
$79.09 - $93.36 $1.61 Million - $1.9 Million
20,317 New
20,317 $1.84 Million
Q4 2022

Jan 10, 2023

SELL
$76.09 - $94.08 $273,771 - $338,499
-3,598 Reduced 16.27%
18,512 $0
Q3 2022

Oct 11, 2022

BUY
$67.49 - $84.09 $1.49 Million - $1.86 Million
22,110 New
22,110 $1.59 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.