Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,270
| Closed | -$338K | – | 168 |
|
|
2020
Q4 | $338K | Buy |
9,270
+2,269
| +32% | +$82.7K | 0.13% | 124 |
|
|
2020
Q3 | $246K | Buy |
7,001
+755
| +12% | +$26.5K | 0.11% | 134 |
|
|
2020
Q2 | $217K | Buy |
+6,246
| New | +$217K | 0.12% | 123 |
|
|
2020
Q1 | – | Sell |
-5,834
| Closed | -$225K | – | 170 |
|
|
2019
Q4 | $225K | Sell |
5,834
-139
| -2% | -$5.36K | 0.14% | 151 |
|
|
2019
Q3 | $234K | Sell |
5,973
-179
| -3% | -$7.01K | 0.17% | 130 |
|
|
2019
Q2 | $226K | Sell |
6,152
-49
| -0.8% | -$1.8K | 0.18% | 128 |
|
|
2019
Q1 | $225K | Buy |
+6,201
| New | +$225K | 0.18% | 124 |
|