Buckingham Capital Management (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $490K | Buy |
12,050
+300
| +3% | +$12.2K | 0.06% | 96 |
|
|
2024
Q3 | $525K | Buy |
11,750
+2,750
| +31% | +$123K | 0.06% | 98 |
|
|
2024
Q2 | $346K | Buy |
9,000
+700
| +8% | +$26.9K | 0.04% | 110 |
|
|
2024
Q1 | $328K | Hold |
8,300
| – | – | 0.04% | 111 |
|
|
2023
Q4 | $332K | Buy |
+8,300
| New | +$332K | 0.04% | 101 |
|
|
2023
Q3 | – | Sell |
-6,131
| Closed | -$231K | – | 119 |
|
|
2023
Q2 | $231K | Buy |
6,131
+230
| +4% | +$8.67K | 0.03% | 102 |
|
|
2023
Q1 | $221K | Buy |
5,901
+423
| +8% | +$15.8K | 0.04% | 109 |
|
|
2022
Q4 | $202K | Buy |
+5,478
| New | +$202K | 0.04% | 109 |
|