BAM
Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $143K | Buy |
3,829
+883
| +30% | +$33K | 0.06% | 126 |
|
|
2022
Q4 | $109K | Buy |
2,946
+663
| +29% | +$24.5K | 0.05% | 137 |
|
|
2022
Q3 | $82K | Sell |
2,283
-319
| -12% | -$11.5K | 0.04% | 145 |
|
|
2022
Q2 | $106K | Hold |
2,602
| – | – | 0.05% | 132 |
|
|
2022
Q1 | $126K | Sell |
2,602
-826
| -24% | -$40K | 0.05% | 127 |
|
|
2021
Q4 | $178K | Buy |
3,428
+10
| +0.3% | +$519 | 0.07% | 111 |
|
|
2021
Q3 | $152K | Buy |
3,418
+61
| +2% | +$2.71K | 0.06% | 113 |
|
|
2021
Q2 | $149K | Buy |
+3,357
| New | +$149K | 0.06% | 115 |
|