Wespac Advisors So Cal, LLC Select Sector Spdr Tr Real Est Transaction History

Wespac Advisors So Cal, LLC

  • $390 Million
  • Q2 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 18,605 shares of XLRE stock, worth $824,015. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,605
Previous 10,743 73.18%
Holding current value
$824,015
Previous $424,000 68.4%
% of portfolio
0.18%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$35.73 - $39.2 $280,909 - $308,190
7,862 Added 73.18%
18,605 $714,000
Q1 2024

Apr 18, 2024
BUY
$37.55 - $40.43 $56,099 - $60,402
1,494 Added 16.15%
10,743 $424,000
Q4 2023

Jan 25, 2024
BUY
$32.19 - $40.5 $297,725 - $374,584
9,249 New
9,249 $370,000
Q2 2019

Jul 30, 2019
SELL
N/A
-41 Closed
0 $0
Q3 2018

Oct 22, 2018
BUY
N/A
41 New
41 $1,000
Q2 2018

Jul 13, 2018
SELL
N/A
-41 Closed
0 $0
Q2 2017

Aug 11, 2017
BUY
N/A
41
41 $1,000

Others Institutions Holding XLRE

# of Institutions
730
Shares Held
118M
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
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