Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,311
| Closed | -$124K | – | 898 |
|
|
2023
Q1 | $124K | Hold |
3,311
| – | – | 0.05% | 288 |
|
|
2022
Q4 | $122K | Hold |
3,311
| – | – | 0.06% | 214 |
|
|
2022
Q3 | $123K | Hold |
3,311
| – | – | 0.07% | 220 |
|
|
2022
Q2 | $136K | Buy |
3,311
+878
| +36% | +$36.1K | 0.08% | 192 |
|
|
2022
Q1 | $120K | Hold |
2,433
| – | – | 0.06% | 232 |
|
|
2021
Q4 | $126K | Buy |
2,433
+225
| +10% | +$11.7K | 0.06% | 229 |
|
|
2021
Q3 | $98K | Hold |
2,208
| – | – | 0.06% | 222 |
|
|
2021
Q2 | $98K | Hold |
2,208
| – | – | 0.07% | 238 |
|
|
2021
Q1 | $87K | Hold |
2,208
| – | – | 0.07% | 236 |
|
|
2020
Q4 | $81K | Buy |
+2,208
| New | +$81K | 0.08% | 227 |
|