Clear Perspectives Financial Planning, LLC Select Sector Spdr Tr Real Est Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 100 shares of XLRE stock, worth $4,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 505 80.2%
Holding current value
$4,274
Previous $18,000 83.33%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$34.62 - $41.83 $14,021 - $16,941
-405 Reduced 80.2%
100 $3,000
Q2 2022

Aug 11, 2022
SELL
$38.85 - $50.6 $11,655 - $15,180
-300 Reduced 37.27%
505 $21,000
Q3 2021

Nov 05, 2021
BUY
$44.45 - $48.73 $18,002 - $19,735
405 Added 101.25%
805 $36,000
Q4 2020

Feb 01, 2021
BUY
$33.98 - $37.77 $13,591 - $15,108
400 New
400 $15,000

Others Institutions Holding XLRE

# of Institutions
766
Shares Held
126M
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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