Bogart Wealth LLC’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48K | Hold |
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|
2025
Q2 | $1.45K | Buy |
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|
2025
Q1 | $251 | Hold |
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|
2024
Q4 | $244 | Hold |
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|
2024
Q3 | $268 | Sell |
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|
2024
Q2 | $653 | Sell |
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|
2024
Q1 | $52.3K | Hold |
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|
2023
Q4 | $53K | Sell |
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|
2023
Q3 | $53.9K | Hold |
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|
2023
Q2 | $59.6K | Buy |
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|
2023
Q1 | $51.7K | Buy |
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|
2022
Q4 | $13.9K | Sell |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $29K | Sell |
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|
2022
Q1 | $18M | Buy |
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|
2021
Q4 | $18.9M | Buy |
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|
2021
Q3 | $15K | Buy |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $17K | Buy |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Buy |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $0 | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Buy |
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