CVA Family Office’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 | $50.9K | Hold |
1,228
| – | – | 0.01% | 544 |
|
2025
Q1 | $51.4K | Buy |
1,228
+927
| +308% | +$38.8K | 0.01% | 513 |
|
2024
Q4 | $12.2K | Hold |
301
| – | – | ﹤0.01% | 758 |
|
2024
Q3 | $13.4K | Buy |
+301
| New | +$13.4K | ﹤0.01% | 717 |
|
2022
Q1 | – | Sell |
-223
| Closed | -$12K | – | 1004 |
|
2021
Q4 | $12K | Buy |
+223
| New | +$12K | ﹤0.01% | 618 |
|