EMAM
Encompass More Asset Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,156
| Closed | -$230K | – | 225 |
|
|
2024
Q3 | $230K | Buy |
+5,156
| New | +$230K | 0.09% | 164 |
|
|
2024
Q2 | – | Sell |
-7,483
| Closed | -$296K | – | 128 |
|
|
2024
Q1 | $296K | Sell |
7,483
-1,336
| -15% | -$52.8K | 0.25% | 67 |
|
|
2023
Q4 | $353K | Buy |
+8,819
| New | +$353K | 0.4% | 60 |
|