Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023

BUY
$33.77 - $39.47 $13,778 - $16,103
408 New
408 $15,000
Q2 2020

Aug 13, 2020

SELL
$29.12 - $37.86 $5,066 - $6,587
-174 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
N/A
174 New
174 $5,000

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.