Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,041
| Closed | -$41K | – | 396 |
|
|
2021
Q1 | $41K | Sell |
1,041
-755
| -42% | -$29.7K | 0.03% | 204 |
|
|
2020
Q4 | $66K | Sell |
1,796
-153
| -8% | -$5.62K | 0.05% | 172 |
|
|
2020
Q3 | $69K | Sell |
1,949
-27
| -1% | -$956 | 0.05% | 162 |
|
|
2020
Q2 | $69K | Sell |
1,976
-41
| -2% | -$1.43K | 0.06% | 174 |
|
|
2020
Q1 | $63K | Buy |
2,017
+1
| +0% | +$31 | 0.06% | 166 |
|
|
2019
Q4 | $78K | Buy |
+2,016
| New | +$78K | 0.06% | 173 |
|