Barrett Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-267
| Closed | -$9K | – | 406 |
|
|
2017
Q4 | $9K | Hold |
267
| – | – | ﹤0.01% | 352 |
|
|
2017
Q3 | $9K | Buy |
+267
| New | +$9K | ﹤0.01% | 330 |
|
|
2017
Q1 | – | Sell |
-1,878
| Closed | -$58K | – | 386 |
|
|
2016
Q4 | $58K | Sell |
1,878
-143
| -7% | -$4.42K | ﹤0.01% | 215 |
|
|
2016
Q3 | $66K | Buy |
+2,021
| New | +$66K | 0.01% | 203 |
|