Alliance Wealth Advisors (Pennsylvania)’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 | $986K | Buy |
23,796
+2,554
| +12% | +$106K | 0.5% | 32 |
|
|
2025
Q1 | $889K | Buy |
21,242
+2,091
| +11% | +$87.5K | 0.5% | 33 |
|
|
2024
Q4 | $779K | Buy |
19,151
+1,356
| +8% | +$55.1K | 0.44% | 41 |
|
|
2024
Q3 | $795K | Sell |
17,795
-170
| -0.9% | -$7.59K | 0.45% | 43 |
|
|
2024
Q2 | $690K | Buy |
17,965
+595
| +3% | +$22.9K | 0.43% | 48 |
|
|
2024
Q1 | $687K | Buy |
17,370
+896
| +5% | +$35.4K | 0.43% | 46 |
|
|
2023
Q4 | $660K | Buy |
16,474
+431
| +3% | +$17.3K | 0.44% | 43 |
|
|
2023
Q3 | $547K | Buy |
16,043
+878
| +6% | +$29.9K | 0.4% | 51 |
|
|
2023
Q2 | $572K | Buy |
+15,165
| New | +$572K | 0.41% | 53 |
|