HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-441
| Closed | -$16K | – | 290 |
|
|
2020
Q4 | $16K | Hold |
441
| – | – | ﹤0.01% | 240 |
|
|
2020
Q3 | $16K | Hold |
441
| – | – | ﹤0.01% | 216 |
|
|
2020
Q2 | $16K | Hold |
441
| – | – | ﹤0.01% | 213 |
|
|
2020
Q1 | $14K | Hold |
441
| – | – | ﹤0.01% | 203 |
|
|
2019
Q4 | $17K | Buy |
+441
| New | +$17K | ﹤0.01% | 201 |
|