Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$54,453.67
% of Total Estimate Gain
1.35%

Legacy Capital Group California, Inc.'s Real Estate Select Sector SPDR Fund (The) Holding Summary

As of 2025-06-30, Legacy Capital Group California, Inc. held - shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.

The initial trade took place in 2024Q1. And since then Legacy Capital Group California, Inc. has made 3 purchases of XLRE, at an average price of $41.01, for a total of 98,264.00 shares. In addition, there have been 3 sales at an average price of $41.56 for 98,264.00 shares. Based on historical transaction data and XLRE's current price of $42.85, Legacy Capital Group California, Inc.'s estimated gain on his XLRE holdings is $54,453.67, reflecting a 1.35% gain to date.

Legacy Capital Group California, Inc. XLRE ($42.85) Holding Chart

Legacy Capital Group California, Inc. XLRE ($42.85) 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 %

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