Atlanta Consulting Group 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 | $1.75M | Buy |
42,225
+2,870
| +7% | +$119K | 0.48% | 29 |
|
|
2025
Q1 | $1.65M | Buy |
39,355
+5,129
| +15% | +$215K | 0.48% | 29 |
|
|
2024
Q4 | $1.39M | Sell |
34,226
-19,609
| -36% | -$797K | 0.51% | 36 |
|
|
2024
Q3 | $2.4M | Sell |
53,835
-11,003
| -17% | -$492K | 0.6% | 29 |
|
|
2024
Q2 | $2.49M | Buy |
64,838
+23,926
| +58% | +$919K | 0.54% | 23 |
|
|
2024
Q1 | $1.62M | Buy |
+40,912
| New | +$1.62M | 0.56% | 28 |
|