Axxcess Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Sell |
21,291
-9,135
| -30% | -$378K | 0.02% | 459 |
|
|
2025
Q1 | $1.27M | Buy |
30,426
+2,329
| +8% | +$97.5K | 0.03% | 339 |
|
|
2024
Q4 | $1.14M | Buy |
28,097
+8,139
| +41% | +$331K | 0.03% | 381 |
|
|
2024
Q3 | $892K | Sell |
19,958
-7,608
| -28% | -$340K | 0.02% | 414 |
|
|
2024
Q2 | $1.06M | Sell |
27,566
-61,856
| -69% | -$2.38M | 0.03% | 366 |
|
|
2024
Q1 | $3.53M | Buy |
89,422
+9,293
| +12% | +$367K | 0.1% | 166 |
|
|
2023
Q4 | $3.21M | Buy |
80,129
+17,510
| +28% | +$701K | 0.09% | 176 |
|
|
2023
Q3 | $2.13M | Sell |
62,619
-44
| -0.1% | -$1.5K | 0.07% | 201 |
|
|
2023
Q2 | $2.36M | Buy |
62,663
+9,407
| +18% | +$355K | 0.17% | 113 |
|
|
2023
Q1 | $1.99M | Buy |
+53,256
| New | +$1.99M | 0.15% | 135 |
|