Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-33,049
| Closed | -$1.25M | – | 324 |
|
|
2023
Q2 | $1.25M | Sell |
33,049
-32,635
| -50% | -$1.23M | 0.09% | 152 |
|
|
2023
Q1 | $2.46M | Sell |
65,684
-10,261
| -14% | -$384K | 0.2% | 104 |
|
|
2022
Q4 | $2.81M | Buy |
75,945
+22,974
| +43% | +$849K | 0.24% | 93 |
|
|
2022
Q3 | $1.91M | Buy |
52,971
+21,371
| +68% | +$770K | 0.18% | 116 |
|
|
2022
Q2 | $1.29M | Buy |
+31,600
| New | +$1.29M | 0.12% | 135 |
|