Golden State Equity Partners’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 |
-404
| Closed | -$18K | – | 905 |
|
|
2024
Q3 | $18K | Buy |
+404
| New | +$18K | 0.01% | 523 |
|
|
2023
Q4 | $544K | Buy |
13,583
+884
| +7% | +$35.4K | 0.13% | 175 |
|
|
2023
Q3 | $433K | Buy |
12,699
+364
| +3% | +$12.4K | 0.12% | 186 |
|
|
2023
Q2 | $465K | Buy |
12,335
+2,288
| +23% | +$86.2K | 0.13% | 193 |
|
|
2023
Q1 | $376K | Buy |
+10,047
| New | +$376K | 0.2% | 124 |
|
|
2021
Q3 | – | Sell |
-15,664
| Closed | -$694K | – | 277 |
|
|
2021
Q2 | $694K | Buy |
+15,664
| New | +$694K | 0.27% | 96 |
|