Personal Cfo Solutions, LLC Select Sector Spdr Tr Real Est Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 26,353 shares of XLRE stock, worth $1.12 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

26,353

Previous 19,215 37.15%

Holding current value

$1.12 Million

Previous $858,000 24.83%

% of portfolio

0.22%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$40.06 - $45.21 $285,948 - $322,708	7,138 Added 37.15%	26,353 $1.07 Million
Q3 2024 Nov 14, 2024	BUY	$38.04 - $45.36 $15,444 - $18,416	406 Added 2.16%	19,215 $858,000
Q2 2024 Aug 09, 2024	SELL	$35.73 - $39.2 $12,505 - $13,720	-350 Reduced 1.83%	18,809 $722,000
Q1 2024 May 13, 2024	SELL	$37.55 - $40.43 $143,178 - $154,159	-3,813 Reduced 16.6%	19,159 $757,000
Q4 2023 Feb 13, 2024	BUY	$32.19 - $40.5 $739,468 - $930,366	22,972 New	22,972 $920,000
Q2 2022 Aug 05, 2022	SELL	$38.85 - $50.6 $1.07 Million - $1.39 Million	-27,486 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$43.98 - $51.33 $92,445 - $107,895	2,102 Added 8.28%	27,486 $1.33 Million
Q4 2021 Feb 11, 2022	SELL	$44.62 - $51.81 $80,851 - $93,879	-1,812 Reduced 6.66%	25,384 $1.32 Million
Q3 2021 Nov 18, 2021	BUY	$44.45 - $48.73 $124,371 - $136,346	2,798 Added 11.47%	27,196 $1.21 Million
Q2 2021 Jul 22, 2021	SELL	$40.12 - $45.73 $112,255 - $127,952	-2,798 Reduced 10.29%	24,398 $1.08 Million
Q1 2021 Apr 21, 2021	BUY	$35.06 - $39.91 $953,491 - $1.09 Million	27,196 New	27,196 $1.07 Million
Q1 2020 Apr 30, 2020	SELL	$25.46 - $41.93 $829,894 - $1.37 Million	-32,596 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$37.47 - $40.18 $62,237 - $66,738	-1,661 Reduced 4.85%	32,596 $1.26 Million
Q3 2019 Nov 13, 2019	BUY	$38.59 - $39.55 $1.32 Million - $1.35 Million	34,257 New	34,257 $1.35 Million

Others Institutions Holding XLRE

# of Institutions

845

Shares Held

134M

Call Options Held

838K

Put Options Held

4.48M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

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Personal Cfo Solutions, LLC Select Sector Spdr Tr Real Est Transaction History