Beaumont Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
145,256
+20,796
| +17% | +$861K | 4.12% | 9 |
|
|
2025
Q1 | $5.21M | Sell |
124,460
-14,382
| -10% | -$602K | 3.84% | 6 |
|
|
2024
Q4 | $5.65M | Buy |
138,842
+36,323
| +35% | +$1.48M | 4.35% | 9 |
|
|
2024
Q3 | $4.58M | Buy |
102,519
+475
| +0.5% | +$21.2K | 3.36% | 15 |
|
|
2024
Q2 | $3.92M | Sell |
102,044
-1,846
| -2% | -$70.9K | 3.06% | 17 |
|
|
2024
Q1 | $4.11M | Sell |
103,890
-9,953
| -9% | -$393K | 3.02% | 18 |
|
|
2023
Q4 | $4.56M | Buy |
+113,843
| New | +$4.56M | 3.46% | 6 |
|
|
2022
Q2 | – | Sell |
-144,692
| Closed | -$6.99M | – | 45 |
|
|
2022
Q1 | $6.99M | Buy |
144,692
+13,376
| +10% | +$646K | 4.5% | 9 |
|
|
2021
Q4 | $6.8M | Sell |
131,316
-44,225
| -25% | -$2.29M | 3.93% | 11 |
|
|
2021
Q3 | $7.8M | Buy |
175,541
+27,171
| +18% | +$1.21M | 6.69% | 8 |
|
|
2021
Q2 | $6.58M | Sell |
148,370
-11,785
| -7% | -$522K | 6.47% | 9 |
|
|
2021
Q1 | $6.33M | Buy |
+160,155
| New | +$6.33M | 6.28% | 10 |
|