Ancora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
3,930
-160
| -4% | -$6.63K | ﹤0.01% | 760 |
|
|
2025
Q1 | $171K | Buy |
4,090
+160
| +4% | +$6.7K | ﹤0.01% | 738 |
|
|
2024
Q4 | $160K | Hold |
3,930
| – | – | ﹤0.01% | 756 |
|
|
2024
Q3 | $176K | Sell |
3,930
-20
| -0.5% | -$893 | ﹤0.01% | 708 |
|
|
2024
Q2 | $152K | Hold |
3,950
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $156K | Sell |
3,950
-408
| -9% | -$16.1K | ﹤0.01% | 711 |
|
|
2023
Q4 | $175K | Buy |
4,358
+258
| +6% | +$10.3K | ﹤0.01% | 673 |
|
|
2023
Q3 | $140K | Hold |
4,100
| – | – | ﹤0.01% | 704 |
|
|
2023
Q2 | $155K | Hold |
4,100
| – | – | ﹤0.01% | 688 |
|
|
2023
Q1 | $153K | Hold |
4,100
| – | – | ﹤0.01% | 686 |
|
|
2022
Q4 | $151K | Buy |
4,100
+921
| +29% | +$33.9K | ﹤0.01% | 706 |
|
|
2022
Q3 | $114K | Sell |
3,179
-854
| -21% | -$30.6K | ﹤0.01% | 833 |
|
|
2022
Q2 | $165K | Hold |
4,033
| – | – | ﹤0.01% | 789 |
|
|
2022
Q1 | $195K | Sell |
4,033
-347
| -8% | -$16.8K | ﹤0.01% | 790 |
|
|
2021
Q4 | $227K | Buy |
4,380
+619
| +16% | +$32.1K | 0.01% | 758 |
|
|
2021
Q3 | $167K | Hold |
3,761
| – | – | ﹤0.01% | 819 |
|
|
2021
Q2 | $167K | Sell |
3,761
-17
| -0.4% | -$755 | ﹤0.01% | 774 |
|
|
2021
Q1 | $149K | Buy |
3,778
+17
| +0.5% | +$670 | ﹤0.01% | 763 |
|
|
2020
Q4 | $138K | Buy |
+3,761
| New | +$138K | ﹤0.01% | 671 |
|
|
2017
Q1 | – | Sell |
-81
| Closed | -$2K | – | 1086 |
|
|
2016
Q4 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 1194 |
|