Castle Wealth Management’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 | $1.8M | Buy |
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|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.05M | Sell |
|
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|
2024
Q2 | $915K | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $117K | Buy |
|