BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-408
| Closed | -$15.1K | – | 1123 |
|
|
2022
Q4 | $15.1K | Buy |
+408
| New | +$15.1K | ﹤0.01% | 522 |
|
|
2020
Q2 | – | Sell |
-174
| Closed | -$5K | – | 1109 |
|
|
2020
Q1 | $5K | Hold |
174
| – | – | ﹤0.01% | 590 |
|
|
2019
Q4 | $7K | Hold |
174
| – | – | ﹤0.01% | 580 |
|
|
2019
Q3 | $7K | Hold |
174
| – | – | ﹤0.01% | 535 |
|
|
2019
Q2 | $6K | Hold |
174
| – | – | ﹤0.01% | 576 |
|
|
2019
Q1 | $6K | Hold |
174
| – | – | ﹤0.01% | 581 |
|
|
2018
Q4 | $5K | Buy |
+174
| New | +$5K | ﹤0.01% | 551 |
|