BDO Wealth Advisors’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
Q2 | $5.5K | Buy |
146
+7
| +5% | +$264 | ﹤0.01% | 759 |
|
|
2023
Q1 | $5.2K | Hold |
139
| – | – | ﹤0.01% | 792 |
|
|
2022
Q4 | $5.13K | Hold |
139
| – | – | ﹤0.01% | 764 |
|
|
2022
Q3 | $5K | Hold |
139
| – | – | ﹤0.01% | 824 |
|
|
2022
Q2 | $6K | Hold |
139
| – | – | ﹤0.01% | 771 |
|
|
2022
Q1 | $7K | Hold |
139
| – | – | ﹤0.01% | 789 |
|
|
2021
Q4 | $7K | Hold |
139
| – | – | ﹤0.01% | 787 |
|
|
2021
Q3 | $6K | Hold |
139
| – | – | ﹤0.01% | 814 |
|
|
2021
Q2 | $6K | Hold |
139
| – | – | ﹤0.01% | 847 |
|
|
2021
Q1 | $5K | Hold |
139
| – | – | ﹤0.01% | 856 |
|
|
2020
Q4 | $5K | Hold |
139
| – | – | ﹤0.01% | 648 |
|
|
2020
Q3 | $5K | Hold |
139
| – | – | ﹤0.01% | 567 |
|
|
2020
Q2 | $5K | Hold |
139
| – | – | ﹤0.01% | 570 |
|
|
2020
Q1 | $4K | Sell |
139
-27
| -16% | -$777 | ﹤0.01% | 633 |
|
|
2019
Q4 | $6K | Hold |
166
| – | – | ﹤0.01% | 473 |
|
|
2019
Q3 | $7K | Hold |
166
| – | – | ﹤0.01% | 478 |
|
|
2019
Q2 | $6K | Sell |
166
-324
| -66% | -$11.7K | ﹤0.01% | 481 |
|
|
2019
Q1 | $18K | Hold |
490
| – | – | 0.01% | 379 |
|
|
2018
Q4 | $15K | Sell |
490
-9
| -2% | -$276 | 0.01% | 374 |
|
|
2018
Q3 | $16K | Sell |
499
-56
| -10% | -$1.8K | 0.01% | 411 |
|
|
2018
Q2 | $18K | Sell |
555
-18
| -3% | -$584 | 0.01% | 394 |
|
|
2018
Q1 | $18K | Sell |
573
-4
| -0.7% | -$126 | 0.01% | 342 |
|
|
2017
Q4 | $19K | Buy |
577
+3
| +0.5% | +$99 | 0.01% | 283 |
|
|
2017
Q3 | $19K | Sell |
574
-35
| -6% | -$1.16K | 0.01% | 264 |
|
|
2017
Q2 | $20K | Buy |
+609
| New | +$20K | 0.01% | 307 |
|