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 $4,429. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 505 80.2%

Holding current value

$4,429

Previous $18,000 83.33%

% of portfolio

0.0%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

730

Shares Held

118M

Call Options Held

435K

Put Options Held

2.32M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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