Clear Perspectives Financial Planning, LLC Select Sector Spdr Tr Real Est Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 100 shares of XLRE stock, worth $4,151. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 505 80.2%
Holding current value
$4,151
Previous $18,000 83.33%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$34.62 - $41.83 $14,021 - $16,941
-405 Reduced 80.2%
100 $3,000
Q2 2022

Aug 11, 2022
SELL
$38.85 - $50.6 $11,655 - $15,180
-300 Reduced 37.27%
505 $21,000
Q3 2021

Nov 05, 2021
BUY
$44.45 - $48.73 $18,002 - $19,735
405 Added 101.25%
805 $36,000
Q4 2020

Feb 01, 2021
BUY
$33.98 - $37.77 $13,591 - $15,108
400 New
400 $15,000

Others Institutions Holding XLRE

# of Institutions
852
Shares Held
135M
Call Options Held
838K
Put Options Held
4.48M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Clear Perspectives Financial Planning, LLC Portfolio

Follow Clear Perspectives Financial Planning, 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 Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email