Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
5,777
-180
| -3% | -$7.46K | 0.03% | 337 |
|
|
2025
Q1 | $249K | Sell |
5,957
-2,718
| -31% | -$114K | 0.04% | 311 |
|
|
2024
Q4 | $353K | Buy |
+8,675
| New | +$353K | 0.05% | 252 |
|
|
2022
Q1 | $841K | Buy |
+17,411
| New | +$841K | 0.16% | 123 |
|
|
2020
Q2 | – | Sell |
-139
| Closed | -$4K | – | 929 |
|
|
2020
Q1 | $4K | Buy |
+139
| New | +$4K | ﹤0.01% | 795 |
|
|
2019
Q4 | – | Sell |
-164
| Closed | -$6K | – | 973 |
|
|
2019
Q3 | $6K | Sell |
164
-26
| -14% | -$951 | ﹤0.01% | 842 |
|
|
2019
Q2 | $6K | Buy |
190
+2
| +1% | +$63 | ﹤0.01% | 855 |
|
|
2019
Q1 | $7K | Buy |
+188
| New | +$7K | ﹤0.01% | 854 |
|