EverSource Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2K | Sell |
1,042
-814
| -44% | -$33.7K | ﹤0.01% | 1708 |
|
|
2025
Q1 | $77.7K | Buy |
1,856
+1,839
| +10,818% | +$77K | ﹤0.01% | 1013 |
|
|
2024
Q4 | $691 | Buy |
+17
| New | +$691 | ﹤0.01% | 3087 |
|
|
2024
Q2 | – | Sell |
-511
| Closed | -$18.5K | – | 3158 |
|
|
2024
Q1 | $18.5K | Buy |
511
+23
| +5% | +$832 | ﹤0.01% | 1397 |
|
|
2023
Q4 | $19.5K | Buy |
+488
| New | +$19.5K | ﹤0.01% | 1243 |
|
|
2023
Q2 | – | Sell |
-190
| Closed | -$7.1K | – | 2633 |
|
|
2023
Q1 | $7.1K | Sell |
190
-165
| -46% | -$6.17K | ﹤0.01% | 1513 |
|
|
2022
Q4 | $13.1K | Buy |
+355
| New | +$13.1K | ﹤0.01% | 1228 |
|
|
2022
Q2 | – | Sell |
-412
| Closed | -$20K | – | 1911 |
|
|
2022
Q1 | $20K | Sell |
412
-119
| -22% | -$5.78K | 0.01% | 709 |
|
|
2021
Q4 | $28K | Buy |
+531
| New | +$28K | 0.01% | 562 |
|