Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $12.8K | Sell |
342
-701
| -67% | -$26.2K | 0.01% | 77 |
|
|
2022
Q4 | $38.5K | Sell |
1,043
-10
| -0.9% | -$369 | 0.03% | 68 |
|
|
2022
Q3 | $37K | Sell |
1,053
-113
| -10% | -$3.97K | 0.02% | 68 |
|
|
2022
Q2 | $51K | Sell |
1,166
-171,845
| -99% | -$7.52M | 0.03% | 70 |
|
|
2022
Q1 | $8.36M | Buy |
173,011
+4,108
| +2% | +$199K | 4.75% | 8 |
|
|
2021
Q4 | $8.75M | Buy |
+168,903
| New | +$8.75M | 4.91% | 5 |
|