D.L. Carlson Investment Group’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$718K Sell
2024
Q3
$818K Buy
2024
Q2
$213K Sell
2024
Q1
$220K Sell
2023
Q4
$479K Buy
2022
Q4
Sell
2022
Q3
$481K Sell
2022
Q2
$549K Buy
2022
Q1
$648K Buy
2021
Q4
$679K Buy
2021
Q3
$568K Buy
2021
Q2
$549K Buy
2021
Q1
$468K Buy
2016
Q4
Sell
2016
Q3
$236K Buy