Fulcrum Equity Management Select Sector Spdr Tr Real Est Transaction History

Fulcrum Equity Management

  • $82 Million
  • Q1 2024

A detailed history of Fulcrum Equity Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Fulcrum Equity Management holds 8,298 shares of XLRE stock, worth $316,651. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,298
Holding current value
$316,651
% of portfolio
0.4%

Shares

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

Apr 24, 2024
BUY
$37.55 - $40.43 $311,589 - $335,488
8,298 New
8,298 $328,000
Q2 2022

Jul 18, 2022
SELL
N/A
-13,015 Closed
0 $0
Q1 2022

Apr 15, 2022
BUY
N/A
567 Added 4.55%
13,015 $629,000
Q4 2021

Jan 25, 2022
BUY
N/A
12,448 New
12,448 $645,000
Q4 2019

Feb 12, 2020
SELL
N/A
-516 Closed
0 $0
Q3 2019

Nov 05, 2019
BUY
N/A
516 New
516 $20,000

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
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management 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 Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email