Aprio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-47,187
| Closed | -$1.76M | – | 159 |
|
|
2023
Q1 | $1.76M | Sell |
47,187
-34,528
| -42% | -$1.29M | 0.54% | 26 |
|
|
2022
Q4 | $3.02M | Buy |
81,715
+14,207
| +21% | +$525K | 1.06% | 17 |
|
|
2022
Q3 | $2.43M | Buy |
67,508
+6,319
| +10% | +$228K | 0.98% | 23 |
|
|
2022
Q2 | $2.5M | Sell |
61,189
-2,719
| -4% | -$111K | 1% | 23 |
|
|
2022
Q1 | $3.09M | Buy |
+63,908
| New | +$3.09M | 1.18% | 21 |
|