Evermay Wealth Management’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 | $30.4K | Hold |
735
| – | – | ﹤0.01% | 358 |
|
|
2025
Q1 | $30.8K | Hold |
735
| – | – | ﹤0.01% | 360 |
|
|
2024
Q4 | $29.9K | Hold |
735
| – | – | ﹤0.01% | 355 |
|
|
2024
Q3 | $32.8K | Hold |
735
| – | – | 0.01% | 365 |
|
|
2024
Q2 | $28.2K | Hold |
735
| – | – | ﹤0.01% | 386 |
|
|
2024
Q1 | $29.1K | Hold |
735
| – | – | ﹤0.01% | 393 |
|
|
2023
Q4 | $29.4K | Hold |
735
| – | – | 0.01% | 367 |
|
|
2023
Q3 | $25K | Hold |
735
| – | – | 0.01% | 362 |
|
|
2023
Q2 | $27.7K | Hold |
735
| – | – | 0.01% | 355 |
|
|
2023
Q1 | $27.5K | Hold |
735
| – | – | 0.01% | 346 |
|
|
2022
Q4 | $27.1K | Hold |
735
| – | – | 0.01% | 345 |
|
|
2022
Q3 | $26K | Hold |
735
| – | – | 0.01% | 326 |
|
|
2022
Q2 | $30K | Buy |
735
+715
| +3,575% | +$29.2K | 0.01% | 315 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 513 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 499 |
|