Bernardo Wealth Planning LLC Select Sector Spdr Tr Real Est Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$35.06 - $39.91 $325,006 - $369,965	-9,270 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$33.98 - $37.77 $77,100 - $85,700	2,269 Added 32.41%	9,270 $338,000
Q3 2020 Oct 23, 2020	BUY	$33.85 - $37.14 $25,556 - $28,040	755 Added 12.09%	7,001 $246,000
Q2 2020 Aug 03, 2020	BUY	$29.12 - $37.86 $181,883 - $236,473	6,246 New	6,246 $217,000
Q1 2020 May 01, 2020	SELL	$25.46 - $41.93 $148,533 - $244,619	-5,834 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$37.47 - $40.18 $5,208 - $5,585	-139 Reduced 2.33%	5,834 $225,000
Q3 2019 Nov 04, 2019	SELL	$38.59 - $39.55 $6,907 - $7,079	-179 Reduced 2.91%	5,973 $234,000
Q2 2019 Aug 13, 2019	SELL	N/A	-49 Reduced 0.79%	6,152 $226,000
Q1 2019 May 08, 2019	BUY	N/A	6,201 New	6,201 $225,000

Others Institutions Holding XLRE

# of Institutions

823

Shares Held

141M

Call Options Held

704K

Put Options Held

4.5M

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
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