Moulton Wealth Management, Inc Select Sector Spdr Tr Real Est Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 5,595 shares of XLRE stock, worth $228,108. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,595
Holding current value
$228,108
% of portfolio
0.21%

Shares

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

Oct 17, 2024
BUY
$38.04 - $45.36 $212,833 - $253,789
5,595 New
5,595 $249,000
Q1 2022

Apr 19, 2022
SELL
$43.98 - $51.33 $2.97 Million - $3.47 Million
-67,506 Closed
0 $0
Q4 2021

Jan 12, 2022
SELL
$44.62 - $51.81 $31,501 - $36,577
-706 Reduced 1.04%
67,506 $3.46 Million
Q3 2021

Oct 12, 2021
SELL
$44.45 - $48.73 $2.34 Million - $2.56 Million
-52,587 Reduced 43.53%
68,212 $3.07 Million
Q2 2021

Jul 20, 2021
SELL
$40.12 - $45.73 $863,342 - $984,063
-21,519 Reduced 15.12%
120,799 $5.36 Million
Q1 2021

Apr 08, 2021
BUY
$35.06 - $39.91 $4.99 Million - $5.68 Million
142,318 New
142,318 $5.75 Million

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
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