Loveless Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History

Loveless Wealth Management LLC

  • $153 Million
  • Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Loveless Wealth Management LLC holds 38,626 shares of XLRE stock, worth $1.65 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
38,626
Previous 38,226 1.05%
Holding current value
$1.65 Million
Previous $1.85 Million 14.56%
% of portfolio
1.03%
Previous 1.04%

Shares

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

Jul 22, 2022
BUY
$38.85 - $50.6 $15,540 - $20,240
400 Added 1.05%
38,626 $1.58 Million
Q1 2022

May 11, 2022
BUY
$43.98 - $51.33 $78,724 - $91,880
1,790 Added 4.91%
38,226 $1.85 Million
Q4 2021

Feb 14, 2022
BUY
$44.62 - $51.81 $161,970 - $188,070
3,630 Added 11.07%
36,436 $1.89 Million
Q3 2021

Nov 12, 2021
BUY
$44.45 - $48.73 $455,390 - $499,238
10,245 Added 45.41%
32,806 $1.46 Million
Q2 2021

Jul 28, 2021
BUY
$40.12 - $45.73 $296,486 - $337,944
7,390 Added 48.71%
22,561 $1 Million
Q1 2021

May 03, 2021
BUY
$35.06 - $39.91 $74,502 - $84,808
2,125 Added 16.29%
15,171 $599,000
Q4 2020

Jan 27, 2021
BUY
$33.98 - $37.77 $41,795 - $46,457
1,230 Added 10.41%
13,046 $477,000
Q3 2020

Oct 14, 2020
BUY
$33.85 - $37.14 $105,442 - $115,691
3,115 Added 35.8%
11,816 $417,000
Q2 2020

Aug 10, 2020
BUY
$29.12 - $37.86 $58,676 - $76,287
2,015 Added 30.14%
8,701 $303,000
Q1 2020

Apr 20, 2020
BUY
$25.46 - $41.93 $32,334 - $53,251
1,270 Added 23.45%
6,686 $207,000
Q4 2019

Jan 23, 2020
BUY
$37.47 - $40.18 $202,937 - $217,614
5,416 New
5,416 $209,000

Others Institutions Holding XLRE

# of Institutions
766
Shares Held
126M
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 Loveless Wealth Management LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email