Ever Source Wealth Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 511 shares of XLRE stock, worth $19,499. This represents 0.0% of its overall portfolio holdings.

Number of Shares
511
Previous 488 4.71%
Holding current value
$19,499
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jun 11, 2024
BUY
$37.55 - $40.43 $863 - $929
23 Added 4.71%
511 $20,000
Q4 2023

Feb 09, 2024
BUY
$32.19 - $40.5 $15,708 - $19,764
488 New
488 $19,000
Q1 2023

May 11, 2023
SELL
$34.62 - $41.83 $5,712 - $6,901
-165 Reduced 46.48%
190 $7,000
Q4 2022

Feb 09, 2023
BUY
$36.0 - $39.47 $12,780 - $14,011
355 New
355 $13,000
Q2 2022

Aug 01, 2022
SELL
N/A
-412 Closed
0 $0
Q1 2022

May 25, 2022
SELL
N/A
-119 Reduced 22.41%
412 $20,000
Q4 2021

Feb 07, 2022
BUY
N/A
531 New
531 $28,000

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
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