D. Scott Neal, Inc. Select Sector Spdr Tr Real Est Transaction History

D. Scott Neal, Inc.

  • $152 Million
  • Q1 2024

A detailed history of D. Scott Neal, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, D. Scott Neal, Inc. holds 22,976 shares of XLRE stock, worth $882,048. This represents 0.6% of its overall portfolio holdings.

Number of Shares
22,976
Previous 23,226 1.08%
Holding current value
$882,048
Previous $930,000 2.37%
% of portfolio
0.6%
Previous 0.83%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$37.55 - $40.43 $9,387 - $10,107
-250 Reduced 1.08%
22,976 $908,000
Q4 2023

Jan 17, 2024
SELL
$32.19 - $40.5 $23,466 - $29,524
-729 Reduced 3.04%
23,226 $930,000
Q3 2023

Oct 11, 2023
SELL
$33.6 - $38.97 $112,123 - $130,042
-3,337 Reduced 12.23%
23,955 $816,000
Q2 2023

Jul 17, 2023
SELL
$35.21 - $37.75 $30,421 - $32,616
-864 Reduced 3.07%
27,292 $1.03 Million
Q1 2023

Apr 12, 2023
SELL
$34.62 - $41.83 $147,377 - $178,070
-4,257 Reduced 13.13%
28,156 $1.05 Million
Q4 2022

Jan 11, 2023
SELL
$36.0 - $39.47 $16,668 - $18,274
-463 Reduced 1.41%
32,413 $0
Q3 2022

Oct 27, 2022
SELL
N/A
-2,816 Reduced 7.89%
32,876 $1.18 Million
Q2 2022

Jul 11, 2022
SELL
N/A
-86,702 Reduced 70.84%
35,692 $1.46 Million
Q1 2022

May 04, 2022
SELL
N/A
-14,191 Reduced 10.39%
122,394 $5.91 Million
Q4 2021

Jan 21, 2022
BUY
N/A
136,585 New
136,585 $7.08 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-7,911 Closed
0 $0
Q4 2019

Jan 16, 2020
SELL
N/A
-99,444 Reduced 92.63%
7,911 $306,000
Q3 2019

Oct 16, 2019
BUY
N/A
9,448 Added 9.65%
107,355 $4.22 Million
Q2 2019

Jul 25, 2019
BUY
N/A
97,907 New
97,907 $3.6 Million

Others Institutions Holding XLRE

# of Institutions
741
Shares Held
114M
Call Options Held
410K
Put Options Held
1.05M
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 D. Scott Neal, Inc. Portfolio

Follow D. Scott Neal, Inc. 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 D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email