Western Pacific Wealth Management, LP Energy Sector Spdr Transaction History

Western Pacific Wealth Management, LP

  • $149 Million
  • Q3 2024

A detailed history of Western Pacific Wealth Management, LP transactions in Energy Sector Spdr stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 3,100 shares of XLE stock, worth $298,654. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,100
Previous 1,200 158.33%
Holding current value
$298,654
Previous $109,000 149.54%
% of portfolio
0.18%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$84.35 - $93.39 $160,265 - $177,441
1,900 Added 158.33%
3,100 $272,000
Q2 2024

Aug 14, 2024
SELL
$88.04 - $98.08 $704 - $784
-8 Reduced 0.66%
1,200 $109,000
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $23,973 - $28,323
-300 Reduced 19.89%
1,208 $114,000
Q4 2022

Feb 03, 2023
BUY
$76.09 - $94.08 $608 - $752
8 Added 0.53%
1,508 $131,000
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $79,515 - $88,710
1,500 New
1,500 $83,000

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Western Pacific Wealth Management, LP Portfolio

Follow Western Pacific Wealth Management, LP 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 Western Pacific Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Western Pacific Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email