Founders Financial Alliance’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 | $4.14K | Sell |
100
-3,378
| -97% | -$140K | ﹤0.01% | 504 |
|
2025
Q1 | $146K | Buy |
3,478
+3,323
| +2,144% | +$139K | 0.04% | 362 |
|
2024
Q4 | $6.31K | Hold |
155
| – | – | ﹤0.01% | 508 |
|
2024
Q3 | $6.92K | Hold |
155
| – | – | ﹤0.01% | 513 |
|
2024
Q2 | $5.94K | Sell |
155
-38
| -20% | -$1.46K | ﹤0.01% | 503 |
|
2024
Q1 | $7.65K | Buy |
193
+39
| +25% | +$1.55K | ﹤0.01% | 493 |
|
2023
Q4 | $6.18K | Hold |
154
| – | – | ﹤0.01% | 457 |
|
2023
Q3 | $5.25K | Hold |
154
| – | – | ﹤0.01% | 443 |
|
2023
Q2 | $5.8K | Hold |
154
| – | – | ﹤0.01% | 465 |
|
2023
Q1 | $5.74K | Hold |
154
| – | – | ﹤0.01% | 419 |
|
2022
Q4 | $5.67K | Buy |
154
+1
| +0.7% | +$37 | ﹤0.01% | 442 |
|
2022
Q3 | $6K | Sell |
153
-55
| -26% | -$2.16K | ﹤0.01% | 438 |
|
2022
Q2 | $8K | Buy |
208
+44
| +27% | +$1.69K | ﹤0.01% | 449 |
|
2022
Q1 | $8K | Hold |
164
| – | – | ﹤0.01% | 404 |
|
2021
Q4 | $8K | Hold |
164
| – | – | ﹤0.01% | 443 |
|
2021
Q3 | $7K | Sell |
164
-100
| -38% | -$4.27K | ﹤0.01% | 418 |
|
2021
Q2 | $11K | Buy |
264
+1
| +0.4% | +$42 | 0.01% | 415 |
|
2021
Q1 | $10K | Sell |
263
-49
| -16% | -$1.86K | ﹤0.01% | 407 |
|
2020
Q4 | $11K | Buy |
312
+187
| +150% | +$6.59K | 0.01% | 362 |
|
2020
Q3 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 1093 |
|