Energy Select Sector SPDR shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $185k | 2.1k | 87.80 |
| 2024-06-30 | $202k | 2.2k | 91.15 |
| 2024-03-31 | $221k | 2.3k | 94.41 |
| 2023-12-31 | $122k | 1.5k | 83.84 |
| 2023-09-30 | $112k | 1.2k | 90.39 |
| 2023-06-30 | $92k | 1.1k | 81.17 |
| 2023-03-31 | $94k | 1.1k | 82.83 |
| 2022-12-31 | $83k | 945 | 87.47 |
| 2022-09-30 | $50k | 695 | 71.94 |
| 2022-06-30 | $50k | 695 | 71.94 |
| 2022-03-31 | $53k | 695 | 76.26 |
| 2021-12-31 | $11k | 195 | 56.41 |
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