GWA
Gratus Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-76,225
| Closed | -$3.29M | – | 134 |
|
|
2024
Q3 | $3.29M | Buy |
76,225
+3,668
| +5% | +$158K | 0.54% | 26 |
|
|
2024
Q2 | $2.94M | Sell |
72,557
-549
| -0.8% | -$22.2K | 0.51% | 27 |
|
|
2024
Q1 | $2.61M | Buy |
73,106
+258
| +0.4% | +$9.22K | 0.48% | 28 |
|
|
2023
Q4 | $2.92M | Buy |
+72,848
| New | +$2.92M | 0.58% | 29 |
|