Evoke Wealth’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
Q4 | – | Sell |
-290
| Closed | -$10K | – | 1159 |
|
|
2022
Q3 | $10K | Hold |
290
| – | – | ﹤0.01% | 760 |
|
|
2022
Q2 | $12K | Hold |
290
| – | – | ﹤0.01% | 747 |
|
|
2022
Q1 | $14K | Hold |
290
| – | – | ﹤0.01% | 721 |
|
|
2021
Q4 | $15K | Hold |
290
| – | – | ﹤0.01% | 726 |
|
|
2021
Q3 | $12K | Hold |
290
| – | – | ﹤0.01% | 723 |
|
|
2021
Q2 | $13K | Hold |
290
| – | – | ﹤0.01% | 717 |
|
|
2021
Q1 | $11K | Sell |
290
-46
| -14% | -$1.75K | ﹤0.01% | 683 |
|
|
2020
Q4 | $12K | Hold |
336
| – | – | ﹤0.01% | 565 |
|
|
2020
Q3 | $12K | Hold |
336
| – | – | ﹤0.01% | 538 |
|
|
2020
Q2 | $12K | Buy |
336
+46
| +16% | +$1.64K | ﹤0.01% | 533 |
|
|
2020
Q1 | $8.99K | Buy |
+290
| New | +$8.99K | ﹤0.01% | 519 |
|
|
2019
Q4 | – | Sell |
-290
| Closed | -$11.4K | – | 1494 |
|
|
2019
Q3 | $11.4K | Buy |
+290
| New | +$11.4K | ﹤0.01% | 793 |
|