Moulton Wealth Management, Inc Select Sector Spdr Tr Real Est Transaction History

Moulton Wealth Management, Inc

$129 Million
Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 11,754 shares of XLRE stock, worth $488,378. This represents 0.37% of its overall portfolio holdings.

Number of Shares

11,754

Previous 5,595 110.08%

Holding current value

$488,378

Previous $249,000 91.97%

% of portfolio

0.37%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$40.06 - $45.21 $246,729 - $278,448	6,159 Added 110.08%	11,754 $478,000
Q3 2024 Oct 17, 2024	BUY	$38.04 - $45.36 $212,833 - $253,789	5,595 New	5,595 $249,000
Q1 2022 Apr 19, 2022	SELL	$43.98 - $51.33 $2.97 Million - $3.47 Million	-67,506 Closed	0 $0
Q4 2021 Jan 12, 2022	SELL	$44.62 - $51.81 $31,501 - $36,577	-706 Reduced 1.04%	67,506 $3.46 Million
Q3 2021 Oct 12, 2021	SELL	$44.45 - $48.73 $2.34 Million - $2.56 Million	-52,587 Reduced 43.53%	68,212 $3.07 Million
Q2 2021 Jul 20, 2021	SELL	$40.12 - $45.73 $863,342 - $984,063	-21,519 Reduced 15.12%	120,799 $5.36 Million
Q1 2021 Apr 08, 2021	BUY	$35.06 - $39.91 $4.99 Million - $5.68 Million	142,318 New	142,318 $5.75 Million

Others Institutions Holding XLRE

# of Institutions

819

Shares Held

139M

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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Moulton Wealth Management, Inc Select Sector Spdr Tr Real Est Transaction History