Arkadios Wealth 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 | $747K | Sell |
18,024
-908
| -5% | -$37.6K | 0.02% | 682 |
|
|
2025
Q1 | $792K | Sell |
18,932
-1,202
| -6% | -$50.3K | 0.03% | 532 |
|
|
2024
Q4 | $819K | Buy |
20,134
+3,301
| +20% | +$134K | 0.04% | 380 |
|
|
2024
Q3 | $752K | Buy |
+16,833
| New | +$752K | 0.04% | 404 |
|
|
2022
Q2 | – | Sell |
-4,559
| Closed | -$220K | – | 606 |
|
|
2022
Q1 | $220K | Sell |
4,559
-96
| -2% | -$4.63K | 0.03% | 507 |
|
|
2021
Q4 | $241K | Sell |
4,655
-3,873
| -45% | -$201K | 0.03% | 493 |
|
|
2021
Q3 | $379K | Buy |
8,528
+5,950
| +231% | +$264K | 0.05% | 355 |
|
|
2021
Q2 | $114K | Buy |
2,578
+1,064
| +70% | +$47.1K | 0.01% | 683 |
|
|
2021
Q1 | $59K | Buy |
1,514
+1,034
| +215% | +$40.3K | 0.01% | 650 |
|
|
2020
Q4 | $17K | Buy |
480
+355
| +284% | +$12.6K | ﹤0.01% | 815 |
|
|
2020
Q3 | $4.51K | Sell |
125
-375
| -75% | -$13.5K | ﹤0.01% | 862 |
|
|
2020
Q2 | $17.4K | Sell |
500
-75
| -13% | -$2.61K | 0.01% | 567 |
|
|
2020
Q1 | $17.8K | Buy |
575
+75
| +15% | +$2.33K | 0.01% | 508 |
|
|
2019
Q4 | $20.7K | Buy |
+500
| New | +$20.7K | 0.01% | 449 |
|