Visionary Wealth Advisors Select Sector Spdr Tr Real Est Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Visionary Wealth Advisors holds 45,852 shares of XLRE stock, worth $1.87 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

45,852

Previous 41,379 10.81%

Holding current value

$1.87 Million

Previous $1.59 Million 28.89%

% of portfolio

0.13%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$38.04 - $45.36 $170,152 - $202,895	4,473 Added 10.81%	45,852 $2.05 Million
Q2 2024 Aug 13, 2024	BUY	$35.73 - $39.2 $708,311 - $777,100	19,824 Added 91.97%	41,379 $1.59 Million
Q1 2024 May 15, 2024	BUY	$37.55 - $40.43 $51,368 - $55,308	1,368 Added 6.78%	21,555 $852,000
Q4 2023 Feb 14, 2024	SELL	$32.19 - $40.5 $34,668 - $43,618	-1,077 Reduced 5.06%	20,187 $808,000
Q3 2023 Nov 13, 2023	BUY	$33.6 - $38.97 $294,772 - $341,883	8,773 Added 70.23%	21,264 $724,000
Q2 2023 Aug 11, 2023	SELL	$35.21 - $37.75 $447,519 - $479,802	-12,710 Reduced 50.43%	12,491 $470,000
Q1 2023 May 15, 2023	BUY	$34.62 - $41.83 $67,162 - $81,150	1,940 Added 8.34%	25,201 $942,000
Q4 2022 Feb 13, 2023	BUY	$33.77 - $39.47 $785,523 - $918,111	23,261 New	23,261 $859,000

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

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Visionary Wealth Advisors Select Sector Spdr Tr Real Est Transaction History