Glassman Wealth Services’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
Q1 | – | Sell |
-115
| Closed | -$4.62K | – | 1866 |
|
|
2023
Q4 | $4.62K | Buy |
115
+1
| +0.9% | +$40 | ﹤0.01% | 1107 |
|
|
2023
Q3 | $3.89K | Buy |
+114
| New | +$3.89K | ﹤0.01% | 1147 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | – | – | 1220 |
|
|
2018
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1001 |
|
|
2016
Q4 | – | Sell |
-167
| Closed | -$5K | – | 726 |
|
|
2016
Q3 | $5K | Buy |
+167
| New | +$5K | ﹤0.01% | 366 |
|