Triangle Securities Wealth Management XLRE Holdings History
Triangle Securities Wealth Management's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-06-30, Triangle Securities Wealth Management held 100,260.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $4.17 Mil. This investment constitutes 1.03% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.06% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2024Q2. And since then Triangle Securities Wealth Management has made 5 purchases of XLRE, at an average price of $41.01, for a total of 100,260.00 shares. Based on historical transaction data and XLRE's current price of $41.57, Triangle Securities Wealth Management's estimated gain on his XLRE holdings is $56,048.91, reflecting a 1.36% gain to date.
Triangle Securities Wealth Management XLRE ($41.57) Holding Chart
Triangle Securities Wealth Management XLRE ($41.57) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
