Wilson & Boucher Capital Management, LLC Energy Sector Spdr Transaction History

Wilson & Boucher Capital Management, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Wilson & Boucher Capital Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 12,269 shares of XLE stock, worth $1.04 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
12,269
Previous 12,469 1.6%
Holding current value
$1.04 Million
Previous $1.14 Billion 5.22%
% of portfolio
0.74%
Previous 0.87%

Shares

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

Nov 15, 2024
SELL
$84.35 - $93.39 $16,870 - $18,678
-200 Reduced 1.6%
12,269 $1.08 Billion
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $19,280 - $21,479
219 Added 1.79%
12,469 $1.14 Billion
Q1 2024

Apr 30, 2024
SELL
$79.91 - $94.41 $11,986 - $14,161
-150 Reduced 1.21%
12,250 $1.16 Billion
Q4 2023

Feb 09, 2024
BUY
$81.2 - $91.96 $16,321 - $18,483
201 Added 1.65%
12,400 $1.04 Billion
Q2 2023

Aug 09, 2023
SELL
$76.59 - $87.23 $21,445 - $24,424
-280 Reduced 2.24%
12,199 $990 Million
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $148,629 - $179,795
1,931 Added 18.31%
12,479 $1.03 Billion
Q4 2022

Jan 10, 2023
BUY
$76.09 - $94.08 $20,468 - $25,307
269 Added 2.62%
10,548 $923,000
Q3 2022

Oct 21, 2022
BUY
$67.49 - $84.09 $20,989 - $26,151
311 Added 3.12%
10,279 $740,000
Q2 2022

Jul 15, 2022
BUY
$70.66 - $92.28 $10,952 - $14,303
155 Added 1.58%
9,968 $713,000
Q1 2022

Apr 12, 2022
BUY
$57.22 - $78.75 $117,529 - $161,752
2,054 Added 26.47%
9,813 $750,000
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $411,304 - $458,867
7,759 New
7,759 $431,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
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
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