West Financial Advisors, LLC XLRE Holdings History
West Financial Advisors, LLC's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-03-31, West Financial Advisors, LLC held - shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling N/A. This investment constitutes 0% of their stock portfolio, and West Financial Advisors, LLC now holds 0% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2021Q2. And since then West Financial Advisors, LLC has made 5 purchases of XLRE, at an average price of $42.75, for a total of 89,874.00 shares. In addition, there have been 2 sales at an average price of $42.99 for 89,874.00 shares. Based on historical transaction data and XLRE's current price of $41.40, West Financial Advisors, LLC's estimated gain on his XLRE holdings is $21,342.69, reflecting a 0.56% gain to date.
West Financial Advisors, LLC XLRE ($41.40) Holding Chart
West Financial Advisors, LLC XLRE ($41.40) 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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