GeoWealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $5.32M | Sell |
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|
2024
Q3 | $7.06M | Buy |
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|
2024
Q2 | $2.69M | Sell |
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|
2024
Q1 | $6.28M | Buy |
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|
2023
Q4 | $5.99M | Buy |
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|
2023
Q3 | $4.37M | Buy |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $0 | Sell |
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|
2022
Q4 | $2K | Sell |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $492K | Sell |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $353K | Buy |
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