Fusion Family Wealth’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
Q2 | – | Sell |
-139
| Closed | -$4K | – | 121 |
|
|
2020
Q1 | $4K | Hold |
139
| – | – | ﹤0.01% | 109 |
|
|
2019
Q4 | $5K | Hold |
139
| – | – | ﹤0.01% | 112 |
|
|
2019
Q3 | $5K | Hold |
139
| – | – | ﹤0.01% | 118 |
|
|
2019
Q2 | $5K | Hold |
139
| – | – | ﹤0.01% | 133 |
|
|
2019
Q1 | $5K | Hold |
139
| – | – | ﹤0.01% | 128 |
|
|
2018
Q4 | $4K | Hold |
139
| – | – | ﹤0.01% | 214 |
|
|
2018
Q3 | $5K | Sell |
139
-31
| -18% | -$1.12K | ﹤0.01% | 219 |
|
|
2018
Q2 | $6K | Hold |
170
| – | – | ﹤0.01% | 232 |
|
|
2018
Q1 | $5K | Sell |
170
-100
| -37% | -$2.94K | ﹤0.01% | 224 |
|
|
2017
Q4 | $9K | Buy |
270
+31
| +13% | +$1.03K | ﹤0.01% | 213 |
|
|
2017
Q3 | $8K | Sell |
239
-79
| -25% | -$2.64K | ﹤0.01% | 164 |
|
|
2017
Q2 | $10K | Buy |
318
+48
| +18% | +$1.51K | ﹤0.01% | 204 |
|
|
2017
Q1 | $9K | Sell |
270
-110
| -29% | -$3.67K | ﹤0.01% | 210 |
|
|
2016
Q4 | $116K | Buy |
+380
| New | +$116K | 0.07% | 86 |
|