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 $1.19 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

12,269

Previous 12,469 1.6%

Holding current value

$1.19 Million

Previous $1.14 Billion 5.22%

% of portfolio

0.74%

Previous 0.87%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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