Financial Freedom LLC’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 | $87.2K | Buy |
2,105
+11
| +0.5% | +$456 | 0.05% | 142 |
|
2025
Q1 | $87.6K | Buy |
2,094
+8
| +0.4% | +$335 | 0.05% | 140 |
|
2024
Q4 | $84.8K | Sell |
2,086
-9,247
| -82% | -$376K | 0.04% | 136 |
|
2024
Q3 | $506K | Sell |
11,333
-958
| -8% | -$42.8K | 0.27% | 60 |
|
2024
Q2 | $472K | Sell |
12,291
-3,159
| -20% | -$121K | 0.27% | 58 |
|
2024
Q1 | $611K | Sell |
15,450
-18,740
| -55% | -$741K | 0.36% | 50 |
|
2023
Q4 | $1.37M | Sell |
34,190
-71,390
| -68% | -$2.86M | 0.87% | 27 |
|
2023
Q3 | $3.6M | Sell |
105,580
-26,041
| -20% | -$887K | 2.55% | 9 |
|
2023
Q2 | $4.96M | Buy |
131,621
+16,705
| +15% | +$630K | 3.48% | 7 |
|
2023
Q1 | $4.3M | Buy |
114,916
+9,875
| +9% | +$369K | 3.13% | 9 |
|
2022
Q4 | $3.88M | Buy |
+105,041
| New | +$3.88M | 2.61% | 10 |
|