Kaizen Financial Strategies Select Sector Spdr Tr Real Est Transaction History

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024

A detailed history of Kaizen Financial Strategies transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kaizen Financial Strategies holds 18,410 shares of XLRE stock, worth $751,312. This represents 0.49% of its overall portfolio holdings.

Number of Shares
18,410
Previous 13,590 35.47%
Holding current value
$751,312
Previous $521,000 57.77%
% of portfolio
0.49%
Previous 0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$38.04 - $45.36 $183,352 - $218,635
4,820 Added 35.47%
18,410 $822,000
Q2 2024

Aug 02, 2024
BUY
$35.73 - $39.2 $32,764 - $35,946
917 Added 7.24%
13,590 $521,000
Q1 2024

May 02, 2024
BUY
$37.55 - $40.43 $257,705 - $277,471
6,863 Added 118.12%
12,673 $500,000
Q4 2023

Jan 18, 2024
SELL
$32.19 - $40.5 $56,815 - $71,482
-1,765 Reduced 23.3%
5,810 $232,000
Q3 2023

Oct 31, 2023
BUY
$33.6 - $38.97 $254,520 - $295,197
7,575 New
7,575 $258,000
Q4 2022

Jan 18, 2023
SELL
$33.77 - $39.47 $39,645 - $46,337
-1,174 Reduced 17.65%
5,479 $0
Q3 2022

Oct 18, 2022
SELL
$35.63 - $45.74 $72,649 - $93,263
-2,039 Reduced 23.46%
6,653 $240,000
Q2 2022

Jul 18, 2022
BUY
$38.85 - $50.6 $11,926 - $15,534
307 Added 3.66%
8,692 $355,000
Q1 2022

May 06, 2022
SELL
$43.98 - $51.33 $701,217 - $818,405
-15,944 Reduced 65.53%
8,385 $405,000
Q4 2021

Jan 26, 2022
BUY
$44.62 - $51.81 $118,823 - $137,970
2,663 Added 12.29%
24,329 $1.26 Million
Q3 2021

Nov 12, 2021
BUY
$44.45 - $48.73 $963,053 - $1.06 Million
21,666 New
21,666 $963,000

Others Institutions Holding XLRE

# of Institutions
823
Shares Held
141M
Call Options Held
704K
Put Options Held
4.5M
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 Kaizen Financial Strategies Portfolio

Follow Kaizen Financial Strategies 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 Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email