Avitas Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $539K | Sell |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $455K | Buy |
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $273K | Sell |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $223K | Buy |
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|
2020
Q2 | $216K | Buy |
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