Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-161
| Closed | -$5K | – | 385 |
|
|
2018
Q2 | $5K | Hold |
161
| – | – | ﹤0.01% | 360 |
|
|
2018
Q1 | $5K | Hold |
161
| – | – | ﹤0.01% | 367 |
|
|
2017
Q4 | $6K | Buy |
161
+39
| +32% | +$1.45K | 0.02% | 200 |
|
|
2017
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 366 |
|
|
2017
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 352 |
|
|
2017
Q1 | $4K | Hold |
122
| – | – | ﹤0.01% | 373 |
|
|
2016
Q4 | $4K | Sell |
122
-28
| -19% | -$918 | ﹤0.01% | 413 |
|
|
2016
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 360 |
|