FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,542
| Closed | -$949K | – | 385 |
|
|
2019
Q4 | $949K | Buy |
24,542
+546
| +2% | +$21.1K | 0.03% | 181 |
|
|
2019
Q3 | $944K | Buy |
23,996
+3,346
| +16% | +$132K | 0.04% | 159 |
|
|
2019
Q2 | $759K | Buy |
20,650
+2,384
| +13% | +$87.6K | 0.03% | 166 |
|
|
2019
Q1 | $662K | Buy |
18,266
+5,506
| +43% | +$200K | 0.03% | 167 |
|
|
2018
Q4 | $416K | Hold |
12,760
| – | – | 0.02% | 220 |
|
|
2018
Q3 | $416K | Buy |
+12,760
| New | +$416K | 0.02% | 220 |
|