A detailed history of Wealth Shield Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 20,851 shares of XLRE stock, worth $896,175. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,851
Previous 2,012 936.33%
Holding current value
$896,175
Previous $77,000 1109.09%
% of portfolio
0.13%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$38.04 - $45.36 $716,635 - $854,537
18,839 Added 936.33%
20,851 $931,000
Q2 2024

Jul 26, 2024

BUY
$35.73 - $39.2 $214 - $235
6 Added 0.3%
2,012 $77,000
Q1 2024

Apr 29, 2024

SELL
$37.55 - $40.43 $488 - $525
-13 Reduced 0.64%
2,006 $79,000
Q4 2023

Jan 23, 2024

SELL
$32.19 - $40.5 $3,637 - $4,576
-113 Reduced 5.3%
2,019 $80,000
Q3 2023

Oct 25, 2023

SELL
$33.6 - $38.97 $50,232 - $58,260
-1,495 Reduced 41.22%
2,132 $72,000
Q2 2023

Aug 03, 2023

BUY
$35.21 - $37.75 $140 - $151
4 Added 0.11%
3,627 $136,000
Q1 2023

May 08, 2023

BUY
$34.62 - $41.83 $125,428 - $151,550
3,623 New
3,623 $135,000
Q1 2022

May 09, 2022

SELL
$43.98 - $51.33 $205,738 - $240,121
-4,678 Closed
0 $0
Q4 2021

Feb 10, 2022

SELL
$44.62 - $51.81 $4,595 - $5,336
-103 Reduced 2.15%
4,678 $242,000
Q3 2021

Nov 12, 2021

BUY
$44.45 - $48.73 $53,340 - $58,475
1,200 Added 33.51%
4,781 $212,000
Q2 2021

Aug 06, 2021

BUY
$40.12 - $45.73 $102,907 - $117,297
2,565 Added 252.46%
3,581 $159,000
Q1 2021

May 17, 2021

BUY
$35.06 - $39.91 $35,620 - $40,548
1,016 New
1,016 $40,000
Q4 2020

Feb 16, 2021

SELL
$33.98 - $37.77 $59,397 - $66,021
-1,748 Closed
0 $0
Q3 2020

Oct 30, 2020

BUY
$33.85 - $37.14 $3,520 - $3,862
104 Added 6.33%
1,748 $62,000
Q2 2020

Aug 13, 2020

BUY
$29.12 - $37.86 $18,287 - $23,776
628 Added 61.81%
1,644 $57,000
Q1 2020

May 12, 2020

BUY
$25.46 - $41.93 $25,867 - $42,600
1,016 New
1,016 $31,000
Q2 2019

Aug 12, 2019

SELL
N/A
-32,683 Closed
0 $0
Q1 2019

May 14, 2019

BUY
N/A
32,683 New
32,683 $1.18 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-8 Closed
0 $0
Q4 2017

Apr 18, 2018

BUY
N/A
8
8 $0

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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