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

Wilson & Boucher Capital Management, LLC

$127 Billion
Q1 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 12,250 shares of XLE stock, worth $1.12 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

12,250

Previous 12,400 1.21%

Holding current value

$1.12 Million

Previous $1.04 Billion 11.25%

% of portfolio

0.91%

Previous 0.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.68 - $94.08 $22,240 - $25,307	269 Added 2.62%	10,548 $923,000

Q3 2022 Oct 21, 2022	BUY	N/A	311 Added 3.12%	10,279 $740,000
Q2 2022 Jul 15, 2022	BUY	N/A	155 Added 1.58%	9,968 $713,000
Q1 2022 Apr 12, 2022	BUY	N/A	2,054 Added 26.47%	9,813 $750,000
Q4 2021 Feb 14, 2022	BUY	N/A	7,759 New	7,759 $431,000

Others Institutions Holding XLE

# of Institutions

2,029

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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