A detailed history of Zrc Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 400 shares of XLE stock, worth $36,612. This represents 0.02% of its overall portfolio holdings.

Number of Shares
400
Previous 615 34.96%
Holding current value
$36,612
Previous $55.6 Million 32.07%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$79.91 - $94.41 $17,180 - $20,298
-215 Reduced 34.96%
400 $37.8 Million
Q4 2023

Jan 16, 2024

BUY
$81.2 - $91.96 $49,938 - $56,555
615 New
615 $55.6 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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