Encompass Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,884
| Closed | -$284K | – | 250 |
|
|
2022
Q1 | $284K | Hold |
5,884
| – | – | 0.07% | 182 |
|
|
2021
Q4 | $305K | Hold |
5,884
| – | – | 0.07% | 183 |
|
|
2021
Q3 | $261K | Hold |
5,884
| – | – | 0.07% | 191 |
|
|
2021
Q2 | $260K | Hold |
5,884
| – | – | 0.06% | 200 |
|
|
2021
Q1 | $248K | Buy |
+5,884
| New | +$248K | 0.06% | 202 |
|