Peak Retirement Planning, Inc. XLRE Holdings History
Number of Shares
111,891.00
Current Holdings Value*
$4.58 Mil
% of Portfolio
3.09%
Total Estimate Gain
$-41,959.13
% of Total Estimate Gain
-0.87%
Peak Retirement Planning, Inc.'s Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2024-12-31, Peak Retirement Planning, Inc. held 111,891.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $4.58 Mil. This investment constitutes 3.09% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0.07% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and XLRE's current price of $42.88, Peak Retirement Planning, Inc.'s estimated gain on his XLRE holdings is $-41,959.13, reflecting a -0.87% gain to date.
Peak Retirement Planning, Inc. XLRE ($42.88) Holding Chart
Peak Retirement Planning, Inc. XLRE ($42.88) 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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