Bridgeworth’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
Q4 | $2.4M | Buy |
60,013
+12,079
| +25% | +$484K | 0.24% | 45 |
|
2023
Q3 | $1.63M | Sell |
47,934
-14,861
| -24% | -$506K | 0.18% | 54 |
|
2023
Q2 | $2.37M | Buy |
62,795
+5,950
| +10% | +$224K | 0.26% | 44 |
|
2023
Q1 | $2.12M | Buy |
56,845
+8,772
| +18% | +$328K | 0.27% | 44 |
|
2022
Q4 | $1.78M | Buy |
+48,073
| New | +$1.78M | 0.28% | 43 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 564 |
|
2018
Q2 | – | Hold |
0
| – | – | – | 649 |
|