Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-118
| Closed | -$4K | – | 455 |
|
|
2018
Q2 | $4K | Hold |
118
| – | – | ﹤0.01% | 434 |
|
|
2018
Q1 | $4K | Sell |
118
-695
| -85% | -$23.6K | ﹤0.01% | 424 |
|
|
2017
Q4 | $27K | Sell |
813
-201
| -20% | -$6.68K | 0.02% | 274 |
|
|
2017
Q3 | $33K | Sell |
1,014
-278
| -22% | -$9.05K | 0.03% | 257 |
|
|
2017
Q2 | $42K | Hold |
1,292
| – | – | 0.04% | 239 |
|
|
2017
Q1 | $41K | Sell |
1,292
-83
| -6% | -$2.63K | 0.03% | 227 |
|
|
2016
Q4 | $42K | Buy |
+1,375
| New | +$42K | 0.03% | 214 |
|