FW
Fairway Wealth’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 | $609K | Buy |
14,705
+3,108
| +27% | +$129K | 0.19% | 37 |
|
2025
Q1 | $485K | Buy |
11,597
+73
| +0.6% | +$3.06K | 0.18% | 37 |
|
2024
Q4 | $469K | Sell |
11,524
-1,327
| -10% | -$54K | 0.21% | 40 |
|
2024
Q3 | $574K | Sell |
12,851
-7,912
| -38% | -$353K | 0.29% | 33 |
|
2024
Q2 | $798K | Buy |
20,763
+236
| +1% | +$9.07K | 0.47% | 29 |
|
2024
Q1 | $811K | Buy |
20,527
+847
| +4% | +$33.5K | 0.55% | 29 |
|
2023
Q4 | $788K | Buy |
+19,680
| New | +$788K | 0.6% | 28 |
|