Harvest Group Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023

A detailed history of Harvest Group Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 342 shares of XLRE stock, worth $15,130. This represents 0.01% of its overall portfolio holdings.

Number of Shares
342
Previous 1,043 67.21%
Holding current value
$15,130
Previous $38,000 68.42%
% of portfolio
0.01%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023
SELL
$34.62 - $41.83 $24,268 - $29,322
-701 Reduced 67.21%
342 $12,000
Q4 2022

Jan 27, 2023
SELL
$33.77 - $39.47 $337 - $394
-10 Reduced 0.95%
1,043 $38,000
Q3 2022

Nov 08, 2022
SELL
$35.63 - $45.74 $4,026 - $5,168
-113 Reduced 9.69%
1,053 $37,000
Q2 2022

Aug 04, 2022
SELL
$38.85 - $50.6 $6.68 Million - $8.7 Million
-171,845 Reduced 99.33%
1,166 $51,000
Q1 2022

Apr 21, 2022
BUY
$43.98 - $51.33 $180,669 - $210,863
4,108 Added 2.43%
173,011 $8.36 Million
Q4 2021

Jan 21, 2022
BUY
$44.62 - $51.81 $7.54 Million - $8.75 Million
168,903 New
168,903 $8.75 Million

Others Institutions Holding XLRE

# of Institutions
729
Shares Held
118M
Call Options Held
435K
Put Options Held
2.32M
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 Harvest Group Wealth Management, LLC Portfolio

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

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email