Clear Perspectives Financial Planning’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
Q1 | $3.74K | Sell |
100
-405
| -80% | -$15.1K | ﹤0.01% | 166 |
|
|
2022
Q4 | $18.7K | Hold |
505
| – | – | 0.01% | 125 |
|
|
2022
Q3 | $18K | Hold |
505
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $21K | Sell |
505
-300
| -37% | -$12.5K | 0.01% | 124 |
|
|
2022
Q1 | $39K | Hold |
805
| – | – | 0.01% | 104 |
|
|
2021
Q4 | $42K | Hold |
805
| – | – | 0.02% | 111 |
|
|
2021
Q3 | $36K | Buy |
805
+405
| +101% | +$18.1K | 0.02% | 115 |
|
|
2021
Q2 | $18K | Hold |
400
| – | – | 0.01% | 144 |
|
|
2021
Q1 | $16K | Hold |
400
| – | – | 0.01% | 136 |
|
|
2020
Q4 | $15K | Buy |
+400
| New | +$15K | 0.01% | 132 |
|