Windward Private Wealth Management Inc. Energy Sector Spdr Transaction History

Windward Private Wealth Management Inc.

  • $247 Million
  • Q2 2024

A detailed history of Windward Private Wealth Management Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 3,619 shares of XLE stock, worth $315,214. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,619
Previous 3,658 1.07%
Holding current value
$315,214
Previous $345,000 4.64%
% of portfolio
0.13%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$88.04 - $98.08 $3,433 - $3,825
-39 Reduced 1.07%
3,619 $329,000
Q1 2024

May 06, 2024
SELL
$79.91 - $94.41 $719 - $849
-9 Reduced 0.25%
3,658 $345,000
Q4 2023

Jan 29, 2024
BUY
$81.2 - $91.96 $19,650 - $22,254
242 Added 7.07%
3,667 $307,000
Q3 2023

Nov 03, 2023
SELL
$79.09 - $93.36 $53,939 - $63,671
-682 Reduced 16.61%
3,425 $309,000
Q2 2023

Jul 20, 2023
SELL
$76.59 - $87.23 $13,862 - $15,788
-181 Reduced 4.22%
4,107 $333,000
Q1 2023

Apr 24, 2023
SELL
$76.97 - $93.11 $5,772 - $6,983
-75 Reduced 1.72%
4,288 $355,000
Q4 2022

Jan 25, 2023
SELL
$82.68 - $94.08 $73,667 - $83,825
-891 Reduced 16.96%
4,363 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-450 Reduced 7.89%
5,254 $378,000
Q2 2022

Jul 19, 2022
SELL
N/A
-810 Reduced 12.43%
5,704 $408,000
Q1 2022

May 10, 2022
SELL
N/A
-786 Reduced 10.77%
6,514 $498,000
Q4 2021

Feb 08, 2022
SELL
N/A
-1,974 Reduced 21.29%
7,300 $405,000
Q2 2021

Jul 29, 2021
SELL
N/A
-596 Reduced 6.04%
9,274 $500,000
Q1 2021

May 06, 2021
SELL
N/A
-4,498 Reduced 31.31%
9,870 $484,000
Q4 2020

Jan 26, 2021
BUY
N/A
14,368 New
14,368 $545,000

Others Institutions Holding XLE

# of Institutions
2,062
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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