Personal Cfo Solutions, LLC Select Sector Spdr Tr Real Est Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 19,215 shares of XLRE stock, worth $784,164. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,215
Previous 18,809 2.16%
Holding current value
$784,164
Previous $722,000 18.84%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 14, 2024
BUY
$38.04 - $45.36 $15,444 - $18,416
406 Added 2.16%
19,215 $858,000
Q2 2024

Aug 09, 2024
SELL
$35.73 - $39.2 $12,505 - $13,720
-350 Reduced 1.83%
18,809 $722,000
Q1 2024

May 13, 2024
SELL
$37.55 - $40.43 $143,178 - $154,159
-3,813 Reduced 16.6%
19,159 $757,000
Q4 2023

Feb 13, 2024
BUY
$32.19 - $40.5 $739,468 - $930,366
22,972 New
22,972 $920,000
Q2 2022

Aug 05, 2022
SELL
$38.85 - $50.6 $1.07 Million - $1.39 Million
-27,486 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$43.98 - $51.33 $92,445 - $107,895
2,102 Added 8.28%
27,486 $1.33 Million
Q4 2021

Feb 11, 2022
SELL
$44.62 - $51.81 $80,851 - $93,879
-1,812 Reduced 6.66%
25,384 $1.32 Million
Q3 2021

Nov 18, 2021
BUY
$44.45 - $48.73 $124,371 - $136,346
2,798 Added 11.47%
27,196 $1.21 Million
Q2 2021

Jul 22, 2021
SELL
$40.12 - $45.73 $112,255 - $127,952
-2,798 Reduced 10.29%
24,398 $1.08 Million
Q1 2021

Apr 21, 2021
BUY
$35.06 - $39.91 $953,491 - $1.09 Million
27,196 New
27,196 $1.07 Million
Q1 2020

Apr 30, 2020
SELL
$25.46 - $41.93 $829,894 - $1.37 Million
-32,596 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$37.47 - $40.18 $62,237 - $66,738
-1,661 Reduced 4.85%
32,596 $1.26 Million
Q3 2019

Nov 13, 2019
BUY
$38.59 - $39.55 $1.32 Million - $1.35 Million
34,257 New
34,257 $1.35 Million

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

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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