Cornerstone Planning Group’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 | $1.33M | Buy |
31,727
+1,658
| +6% | +$69.3K | 0.27% | 31 |
|
|
2025
Q1 | $1.22M | Buy |
30,069
+388
| +1% | +$15.7K | 0.29% | 29 |
|
|
2024
Q4 | $1.25M | Buy |
29,681
+21
| +0.1% | +$881 | 0.31% | 25 |
|
|
2024
Q3 | $1.3M | Buy |
29,660
+185
| +0.6% | +$8.11K | 0.34% | 23 |
|
|
2024
Q2 | $1.2M | Buy |
29,475
+108
| +0.4% | +$4.39K | 0.34% | 22 |
|
|
2024
Q1 | $1.09M | Buy |
29,367
+64
| +0.2% | +$2.37K | 0.34% | 23 |
|
|
2023
Q4 | $1.17M | Buy |
29,303
+2,716
| +10% | +$109K | 0.39% | 23 |
|
|
2023
Q3 | $906K | Buy |
26,587
+6,488
| +32% | +$221K | 0.35% | 25 |
|
|
2023
Q2 | $758K | Buy |
+20,099
| New | +$758K | 0.3% | 37 |
|
|
2022
Q4 | $1.21M | Buy |
+31,146
| New | +$1.21M | 0.51% | 38 |
|