Fortis Group Advisors’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 | $7.33M | Sell |
176,977
-83,464
| -32% | -$3.46M | 1.33% | 13 |
|
|
2025
Q1 | $10.9M | Buy |
260,441
+115,489
| +80% | +$4.83M | 2.12% | 7 |
|
|
2024
Q4 | $5.9M | Sell |
144,952
-122,392
| -46% | -$4.98M | 1.1% | 28 |
|
|
2024
Q3 | $11.9M | Buy |
+267,344
| New | +$11.9M | 2.21% | 10 |
|
|
2024
Q2 | – | Sell |
-7,625
| Closed | -$301K | – | 533 |
|
|
2024
Q1 | $301K | Buy |
+7,625
| New | +$301K | 0.06% | 164 |
|
|
2020
Q3 | $1.86M | Buy |
+52,721
| New | +$1.86M | 0.36% | 37 |
|