Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.8M | Buy |
34,652
+95
| +0.3% | +$4.92K | 0.36% | 55 |
|
|
2021
Q3 | $1.54M | Buy |
34,557
+4,123
| +14% | +$183K | 0.34% | 59 |
|
|
2021
Q2 | $1.35M | Buy |
30,434
+5,340
| +21% | +$237K | 0.29% | 66 |
|
|
2021
Q1 | $991K | Buy |
25,094
+1,102
| +5% | +$43.5K | 0.24% | 78 |
|
|
2020
Q4 | $877K | Buy |
23,992
+6,837
| +40% | +$250K | 0.22% | 75 |
|
|
2020
Q3 | $605K | Buy |
+17,155
| New | +$605K | 0.17% | 88 |
|