Bison Wealth, LLC XLRE Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$221,815.23
% of Total Estimate Gain
2.65%

Bison Wealth, LLC's Real Estate Select Sector SPDR Fund (The) Holding Summary

As of 2024-12-31, Bison Wealth, LLC held - shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Bison Wealth, LLC now holds 0% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.

The initial trade took place in 2019Q4. And since then Bison Wealth, LLC has made 4 purchases of XLRE, at an average price of $42.13, for a total of 198,710.00 shares. In addition, there have been 4 sales at an average price of $43.25 for 198,710.00 shares. Based on historical transaction data and XLRE's current price of $41.12, Bison Wealth, LLC's estimated gain on his XLRE holdings is $221,815.23, reflecting a 2.65% gain to date.

Bison Wealth, LLC XLRE ($41.12) Holding Chart

Bison Wealth, LLC XLRE ($41.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1