EverSource Wealth Advisors’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
Q2 | $43.2K | Sell |
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|
2025
Q1 | $77.7K | Buy |
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|
2024
Q4 | $691 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $18.5K | Buy |
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|
2023
Q4 | $19.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.1K | Sell |
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|
2022
Q4 | $13.1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $28K | Buy |
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