Westside Investment Management, Inc. Energy Sector Spdr Transaction History

Westside Investment Management, Inc.

$437 Billion
Q2 2024

A detailed history of Westside Investment Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 10,253 shares of XLE stock, worth $893,446. This represents 0.21% of its overall portfolio holdings.

Number of Shares

10,253

Previous 9,805 4.57%

Holding current value

$893,446

Previous $926 Million 0.89%

% of portfolio

0.21%

Previous 0.22%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$88.04 - $98.08 $39,441 - $43,939	448 Added 4.57%	10,253 $935 Million
Q1 2024 Apr 19, 2024	BUY	$79.91 - $94.41 $226,864 - $268,029	2,839 Added 40.76%	9,805 $926 Million
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $8,688 - $9,839	107 Added 1.56%	6,966 $584 Million
Q3 2023 Nov 15, 2023	BUY	$79.09 - $93.36 $30,054 - $35,476	380 Added 5.87%	6,859 $620 Million
Q2 2023 Jul 14, 2023	SELL	$76.59 - $87.23 $314,784 - $358,515	-4,110 Reduced 38.81%	6,479 $526 Million
Q1 2023 May 17, 2023	BUY	$76.97 - $93.11 $14,316 - $17,318	186 Added 1.79%	10,589 $877 Million
Q4 2022 Jan 31, 2023	BUY	$76.09 - $94.08 $9,815 - $12,136	129 Added 1.26%	10,403 $5.13 Million
Q3 2022 Nov 09, 2022	BUY	$67.49 - $84.09 $137,882 - $171,795	2,043 Added 24.82%	10,274 $739,000
Q2 2022 Jul 15, 2022	BUY	$70.66 - $92.28 $287,798 - $375,856	4,073 Added 97.96%	8,231 $0
Q1 2022 Apr 25, 2022	BUY	$57.22 - $78.75 $108,660 - $149,546	1,899 Added 84.06%	4,158 $0
Q4 2021 Feb 15, 2022	BUY	$53.01 - $59.14 $18,606 - $20,758	351 Added 18.4%	2,259 $0
Q1 2021 Apr 14, 2021	BUY	$37.96 - $53.57 $31,317 - $44,195	825 Added 76.18%	1,908 $0
Q4 2020 Jan 15, 2021	SELL	$27.71 - $41.6 $435,240 - $653,411	-15,707 Reduced 93.55%	1,083 $0
Q3 2020 Oct 14, 2020	BUY	$29.95 - $38.58 $134,565 - $173,339	4,493 Added 36.54%	16,790 $0
Q2 2020 Jul 21, 2020	SELL	$27.62 - $46.86 $16,931 - $28,725	-613 Reduced 4.75%	12,297 $0
Q1 2020 Apr 16, 2020	SELL	$23.57 - $60.87 $127,772 - $329,976	-5,421 Reduced 29.57%	12,910 $0
Q2 2019 Jul 24, 2019	SELL	N/A	-16,655 Reduced 47.6%	18,331 $1.17 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-5,781 Reduced 14.18%	34,986 $0
Q3 2018 Nov 08, 2018	SELL	N/A	-3,289 Reduced 7.47%	40,767 $3.13 Billion
Q2 2018 Aug 13, 2018	SELL	N/A	-3,464 Reduced 7.29%	44,056 $0
Q1 2018 Apr 16, 2018	SELL	N/A	-2,621 Reduced 5.23%	47,520 $0
Q4 2017 Feb 15, 2018	SELL	N/A	-372 Reduced 0.74%	50,141 $0
Q3 2017 Nov 13, 2017	BUY	N/A	18,670 Added 58.63%	50,513 $0
Q2 2017 Sep 14, 2017	SELL	N/A	-127 Reduced 0.4%	31,843 $0
Q2 2017 Aug 15, 2017	BUY	N/A	31,970	31,970 $0

Others Institutions Holding XLE

# of Institutions

2,064

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Westside Investment Management, Inc. Energy Sector Spdr Transaction History