Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-824
| Closed | -$33.7K | – | 205 |
|
|
2022
Q2 | $33.7K | Sell |
824
-94
| -10% | -$3.84K | 0.02% | 99 |
|
|
2022
Q1 | $44.4K | Buy |
918
+41
| +5% | +$1.98K | 0.03% | 97 |
|
|
2021
Q4 | $45.4K | Sell |
877
-64
| -7% | -$3.32K | 0.03% | 95 |
|
|
2021
Q3 | $41.8K | Hold |
941
| – | – | 0.03% | 102 |
|
|
2021
Q2 | $41.7K | Sell |
941
-200
| -18% | -$8.87K | 0.03% | 103 |
|
|
2021
Q1 | $45.1K | Sell |
1,141
-200
| -15% | -$7.9K | 0.03% | 94 |
|
|
2020
Q4 | $49K | Hold |
1,341
| – | – | 0.04% | 85 |
|
|
2020
Q3 | $47.3K | Buy |
+1,341
| New | +$47.3K | 0.04% | 87 |
|