Bartlett & Co Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $229K | Hold |
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|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $600K | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $12.4K | Hold |
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|
2022
Q2 | $14.1K | Hold |
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|
2022
Q1 | $16.7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.11K | Hold |
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|
2021
Q2 | $7.09K | Hold |
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|
2021
Q1 | $6.32K | Hold |
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|
2020
Q4 | $5.85K | Hold |
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|
2020
Q3 | $5.64K | Hold |
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|
2020
Q2 | $5.57K | Hold |
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|
2020
Q1 | $4.96K | Hold |
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|
2019
Q4 | $6.19K | Hold |
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|
2019
Q3 | $6.29K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $6.41K | Hold |
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|
2018
Q4 | $5.49K | Buy |
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