BWM
BCS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
15,397
-2,221
| -13% | -$92K | 0.14% | 138 |
|
|
2025
Q1 | $737K | Sell |
17,618
-967
| -5% | -$40.5K | 0.19% | 103 |
|
|
2024
Q4 | $756K | Sell |
18,585
-2,650
| -12% | -$108K | 0.19% | 108 |
|
|
2024
Q3 | $949K | Sell |
21,235
-1,790
| -8% | -$80K | 0.4% | 57 |
|
|
2024
Q2 | $884K | Sell |
23,025
-1,643
| -7% | -$63.1K | 0.43% | 58 |
|
|
2024
Q1 | $975K | Buy |
24,668
+804
| +3% | +$31.8K | 0.31% | 77 |
|
|
2023
Q4 | $956K | Buy |
23,864
+6,905
| +41% | +$277K | 0.35% | 69 |
|
|
2023
Q3 | $578K | Buy |
16,959
+3,616
| +27% | +$123K | 0.24% | 92 |
|
|
2023
Q2 | $503K | Buy |
13,343
+1,391
| +12% | +$52.4K | 0.37% | 62 |
|
|
2023
Q1 | $447K | Buy |
11,952
+2,213
| +23% | +$82.8K | 0.2% | 95 |
|
|
2022
Q4 | $360K | Buy |
+9,739
| New | +$360K | 0.15% | 129 |
|