Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-709
| Closed | -$20K | – | 214 |
|
|
2020
Q2 | $20K | Buy |
709
+474
| +202% | +$13.4K | 0.01% | 140 |
|
|
2020
Q1 | $7K | Sell |
235
-27
| -10% | -$804 | ﹤0.01% | 160 |
|
|
2019
Q4 | $10K | Hold |
262
| – | – | ﹤0.01% | 152 |
|
|
2019
Q3 | $10K | Hold |
262
| – | – | ﹤0.01% | 145 |
|
|
2019
Q2 | $10K | Buy |
+262
| New | +$10K | ﹤0.01% | 148 |
|