Cooksen Wealth’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 | $903K | Buy |
21,793
+5,485
| +34% | +$227K | 0.73% | 29 |
|
|
2025
Q1 | $645K | Sell |
16,308
-2,695
| -14% | -$107K | 0.65% | 31 |
|
|
2024
Q4 | $773K | Buy |
19,003
+1,099
| +6% | +$44.7K | 0.71% | 30 |
|
|
2024
Q3 | $800K | Buy |
17,904
+388
| +2% | +$17.3K | 0.75% | 29 |
|
|
2024
Q2 | $673K | Buy |
17,516
+1,208
| +7% | +$46.4K | 0.68% | 29 |
|
|
2024
Q1 | $645K | Buy |
16,308
+1,971
| +14% | +$77.9K | 0.67% | 31 |
|
|
2023
Q4 | $574K | Buy |
+14,337
| New | +$574K | 0.65% | 33 |
|