Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,370
| Closed | -$553K | – | 161 |
|
|
2024
Q3 | $553K | Buy |
+12,370
| New | +$553K | 0.47% | 71 |
|
|
2024
Q2 | – | Sell |
-8,298
| Closed | -$328K | – | 151 |
|
|
2024
Q1 | $328K | Buy |
+8,298
| New | +$328K | 0.39% | 84 |
|
|
2022
Q2 | – | Sell |
-13,015
| Closed | -$629K | – | 122 |
|
|
2022
Q1 | $629K | Buy |
13,015
+567
| +5% | +$27.4K | 0.37% | 50 |
|
|
2021
Q4 | $645K | Buy |
+12,448
| New | +$645K | 0.24% | 76 |
|
|
2019
Q4 | – | Sell |
-516
| Closed | -$20K | – | 234 |
|
|
2019
Q3 | $20K | Buy |
+516
| New | +$20K | 0.01% | 120 |
|