Abound Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Buy |
3,414
+39
| +1% | +$1.62K | 0.04% | 101 |
|
|
2025
Q1 | $141K | Buy |
3,375
+26
| +0.8% | +$1.09K | 0.05% | 87 |
|
|
2024
Q4 | $136K | Buy |
3,349
+48
| +1% | +$1.95K | 0.04% | 82 |
|
|
2024
Q3 | $147K | Buy |
3,301
+51
| +2% | +$2.28K | 0.05% | 77 |
|
|
2024
Q2 | $125K | Sell |
3,250
-5
| -0.2% | -$192 | 0.05% | 77 |
|
|
2024
Q1 | $129K | Buy |
3,255
+693
| +27% | +$27.4K | 0.05% | 76 |
|
|
2023
Q4 | $103K | Buy |
2,562
+35
| +1% | +$1.4K | 0.04% | 88 |
|
|
2023
Q3 | $86.1K | Buy |
2,527
+500
| +25% | +$17K | 0.04% | 89 |
|
|
2023
Q2 | $76.4K | Buy |
2,027
+1,267
| +167% | +$47.8K | 0.03% | 93 |
|
|
2023
Q1 | $28.4K | Buy |
760
+12
| +2% | +$449 | 0.01% | 170 |
|
|
2022
Q4 | $27.6K | Buy |
748
+670
| +859% | +$24.7K | 0.01% | 164 |
|
|
2022
Q3 | $2.81K | Buy |
+78
| New | +$2.81K | ﹤0.01% | 442 |
|