Western Wealth Management, LLC Energy Sector Spdr Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Western Wealth Management, LLC holds 71,529 shares of XLE stock, worth $6.55 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
71,529
Previous 57,171 25.11%
Holding current value
$6.55 Million
Previous $4.79 Million 40.89%
% of portfolio
0.53%
Previous 0.35%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$79.91 - $94.41 $1.15 Million - $1.36 Million
14,358 Added 25.11%
71,529 $6.75 Million
Q4 2023

Jan 31, 2024
BUY
$81.2 - $91.96 $1.12 Million - $1.27 Million
13,845 Added 31.96%
57,171 $4.79 Million
Q3 2023

Nov 07, 2023
BUY
$79.09 - $93.36 $31,082 - $36,690
393 Added 0.92%
43,326 $3.92 Million
Q2 2023

Aug 30, 2023
SELL
$76.59 - $87.23 $866,232 - $986,571
-11,310 Reduced 20.85%
42,933 $3.48 Million
Q1 2023

Aug 30, 2023
SELL
$76.97 - $93.11 $406,940 - $492,272
-5,287 Reduced 8.88%
54,243 $4.49 Million
Q4 2022

Feb 02, 2023
SELL
$82.68 - $94.08 $3.56 Million - $4.05 Million
-43,048 Reduced 41.97%
59,530 $5.21 Million
Q3 2022

Nov 04, 2022
SELL
N/A
-36,316 Reduced 26.15%
102,578 $7.39 Million
Q2 2022

Jul 18, 2022
BUY
N/A
36,792 Added 36.03%
138,894 $9.93 Million
Q1 2022

May 10, 2022
BUY
N/A
30,304 Added 42.21%
102,102 $7.81 Million
Q4 2021

Feb 14, 2022
BUY
N/A
1,794 Added 2.56%
71,798 $4 Million
Q2 2021

Aug 09, 2021
BUY
N/A
8,538 Added 13.89%
70,004 $3.77 Million
Q1 2021

May 14, 2021
SELL
N/A
-1,209 Reduced 1.93%
61,466 $3.02 Million
Q4 2020

Feb 10, 2021
BUY
N/A
905 Added 1.47%
62,675 $2.38 Million
Q3 2020

Oct 27, 2020
BUY
N/A
108 Added 0.18%
61,770 $1.85 Million
Q2 2020

Jul 20, 2020
BUY
N/A
29,610 Added 92.38%
61,662 $2.33 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-103,190 Reduced 76.3%
32,052 $934,000
Q4 2019

Feb 10, 2020
BUY
N/A
114,136 Added 540.78%
135,242 $8.03 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-227,909 Reduced 91.52%
21,106 $1.2 Million
Q2 2019

Aug 06, 2019
BUY
N/A
224,120 Added 900.26%
249,015 $16 Million
Q1 2019

May 10, 2019
SELL
N/A
-3,070 Reduced 10.98%
24,895 $1.65 Million
Q4 2018

Feb 15, 2019
BUY
N/A
27,965 New
27,965 $1.61 Million

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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