Angeles 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Hold |
397
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $16.6K | Buy |
397
+98
| +33% | +$4.1K | ﹤0.01% | 356 |
|
|
2024
Q4 | $12.2K | Sell |
299
-2,500
| -89% | -$102K | ﹤0.01% | 361 |
|
|
2024
Q3 | $125K | Buy |
2,799
+2,636
| +1,617% | +$118K | 0.01% | 275 |
|
|
2024
Q2 | $6.26K | Sell |
163
-380
| -70% | -$14.6K | ﹤0.01% | 295 |
|
|
2024
Q1 | $21.5K | Hold |
543
| – | – | ﹤0.01% | 271 |
|
|
2023
Q4 | $21.8K | Buy |
+543
| New | +$21.8K | ﹤0.01% | 243 |
|