Dougherty Wealth Advisers’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 | $9.03K | Hold |
218
| – | – | 0.01% | 103 |
|
|
2025
Q1 | $9.12K | Hold |
218
| – | – | 0.01% | 101 |
|
|
2024
Q4 | $8.87K | Hold |
218
| – | – | 0.01% | 103 |
|
|
2024
Q3 | $9.74K | Sell |
218
-38
| -15% | -$1.7K | 0.01% | 100 |
|
|
2024
Q2 | $9.83K | Hold |
256
| – | – | 0.01% | 101 |
|
|
2024
Q1 | $10.1K | Hold |
256
| – | – | 0.01% | 102 |
|
|
2023
Q4 | $10.3K | Hold |
256
| – | – | 0.01% | 119 |
|
|
2023
Q3 | $8.72K | Hold |
256
| – | – | 0.01% | 116 |
|
|
2023
Q2 | $9.65K | Hold |
256
| – | – | 0.01% | 116 |
|
|
2023
Q1 | $9.57K | Hold |
256
| – | – | 0.01% | 120 |
|
|
2022
Q4 | $9.45K | Hold |
256
| – | – | 0.02% | 119 |
|
|
2022
Q3 | $9K | Buy |
+256
| New | +$9K | 0.02% | 118 |
|