A detailed history of Evermay Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Evermay Wealth Management LLC holds 735 shares of XLRE stock, worth $32,406. This represents 0.01% of its overall portfolio holdings.

Number of Shares
735
Previous 735 -0.0%
Holding current value
$32,406
Previous $28,000 14.29%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022

BUY
$38.85 - $50.6 $27,777 - $36,179
715 Added 3575.0%
735 $30,000
Q4 2021

Feb 14, 2022

BUY
$44.62 - $51.81 $892 - $1,036
20 New
20 $1,000

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

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

News

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