Ahrens Investment Partners’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
Q1 | $54.4K | Buy |
+1,456
| New | +$54.4K | 0.03% | 308 |
|
2022
Q2 | – | Sell |
-2,130
| Closed | -$103K | – | 1065 |
|
2022
Q1 | $103K | Buy |
2,130
+350
| +20% | +$16.9K | 0.03% | 266 |
|
2021
Q4 | $92K | Buy |
+1,780
| New | +$92K | 0.04% | 300 |
|
2019
Q4 | – | Sell |
-7,565
| Closed | -$298K | – | 175 |
|
2019
Q3 | $298K | Sell |
7,565
-230
| -3% | -$9.06K | 0.13% | 116 |
|
2019
Q2 | $287K | Buy |
7,795
+1,640
| +27% | +$60.4K | 0.13% | 111 |
|
2019
Q1 | $223K | Buy |
+6,155
| New | +$223K | 0.1% | 132 |
|