Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,937
| Closed | -$406K | – | 167 |
|
|
2022
Q2 | $406K | Buy |
9,937
+69
| +0.7% | +$2.82K | 0.32% | 83 |
|
|
2022
Q1 | $477K | Buy |
9,868
+498
| +5% | +$24.1K | 0.33% | 74 |
|
|
2021
Q4 | $485K | Buy |
+9,370
| New | +$485K | 0.31% | 79 |
|
|
2018
Q3 | – | Sell |
-1,984
| Closed | -$65K | – | 458 |
|
|
2018
Q2 | $65K | Sell |
1,984
-287
| -13% | -$9.4K | 0.06% | 228 |
|
|
2018
Q1 | $70K | Buy |
2,271
+922
| +68% | +$28.4K | 0.06% | 211 |
|
|
2017
Q4 | $44K | Buy |
+1,349
| New | +$44K | 0.04% | 274 |
|