Foguth Wealth Management’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 | $5.43M | Buy |
131,208
+114,219
| +672% | +$4.73M | 1.16% | 27 |
|
|
2025
Q1 | $711K | Sell |
16,989
-31,984
| -65% | -$1.34M | 0.17% | 67 |
|
|
2024
Q4 | $2.03M | Buy |
48,973
+20,566
| +72% | +$855K | 0.53% | 44 |
|
|
2024
Q3 | $1.23M | Sell |
28,407
-2,305
| -8% | -$99.9K | 0.45% | 48 |
|
|
2024
Q2 | $1.18M | Buy |
30,712
+16,732
| +120% | +$643K | 0.52% | 40 |
|
|
2024
Q1 | $553K | Buy |
+13,980
| New | +$553K | 0.3% | 68 |
|