Epg Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Epg Wealth Management LLC holds 352 shares of XLRE stock, worth $14,576. This represents 0.0% of its overall portfolio holdings.

Number of Shares
352
Previous 349 0.86%
Holding current value
$14,576
Previous $15.6 Million 7.98%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$40.06 - $45.21 $120 - $135
3 Added 0.86%
352 $14.3 Million
Q3 2024

Nov 13, 2024
BUY
$38.04 - $45.36 $13,275 - $15,830
349 New
349 $15.6 Million
Q2 2024

Aug 13, 2024
SELL
$35.73 - $39.2 $12,255 - $13,445
-343 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$37.55 - $40.43 $112 - $121
3 Added 0.88%
343 $13,000
Q4 2023

Feb 14, 2024
BUY
$32.19 - $40.5 $96 - $121
3 Added 0.89%
340 $13,000
Q3 2023

Nov 13, 2023
BUY
$33.6 - $38.97 $100 - $116
3 Added 0.9%
337 $11,000
Q2 2023

Aug 15, 2023
SELL
$35.21 - $37.75 $79,961 - $85,730
-2,271 Reduced 87.18%
334 $12,000
Q1 2023

May 15, 2023
SELL
$34.62 - $41.83 $1,661 - $2,007
-48 Reduced 1.81%
2,605 $97,000
Q4 2022

Feb 14, 2023
BUY
$33.77 - $39.47 $168 - $197
5 Added 0.19%
2,653 $97,000
Q3 2022

Nov 15, 2022
BUY
$35.63 - $45.74 $94,348 - $121,119
2,648 New
2,648 $95,000
Q2 2022

Aug 15, 2022
SELL
$38.85 - $50.6 $137,295 - $178,820
-3,534 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$43.98 - $51.33 $307 - $359
7 Added 0.2%
3,534 $171,000
Q4 2021

Feb 14, 2022
BUY
$44.62 - $51.81 $446 - $518
10 Added 0.28%
3,527 $183,000
Q3 2021

Nov 15, 2021
BUY
$44.45 - $48.73 $156,330 - $171,383
3,517 New
3,517 $156,000
Q2 2020

Aug 06, 2020
SELL
$29.12 - $37.86 $97,027 - $126,149
-3,332 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$25.46 - $41.93 $82,999 - $136,691
3,260 Added 4527.78%
3,332 $103,000
Q4 2019

Feb 14, 2020
BUY
$37.47 - $40.18 $2,697 - $2,892
72 New
72 $3,000

Others Institutions Holding XLRE

# of Institutions
855
Shares Held
134M
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 Epg Wealth Management LLC Portfolio

Follow Epg 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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email