Cascade Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
18,103
-2,044
| -10% | -$84.7K | 0.09% | 134 |
|
|
2025
Q1 | $843K | Sell |
20,147
-4,582
| -19% | -$192K | 0.11% | 113 |
|
|
2024
Q4 | $1.01M | Buy |
24,729
+5,156
| +26% | +$210K | 0.13% | 100 |
|
|
2024
Q3 | $859K | Buy |
19,573
+2,668
| +16% | +$117K | 0.11% | 107 |
|
|
2024
Q2 | $649K | Buy |
16,905
+2,787
| +20% | +$107K | 0.09% | 125 |
|
|
2024
Q1 | $526K | Buy |
+14,118
| New | +$526K | 0.08% | 130 |
|