Avidian Wealth Enterprises’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $2.98M | Buy |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $8.15M | Sell |
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|
2022
Q1 | $12.1M | Buy |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $2.99M | Sell |
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|
2021
Q2 | $2.99M | Sell |
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|
2021
Q1 | $2.89M | Buy |
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