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