HHM Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Sell |
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|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.7M | Hold |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $525K | Buy |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $10K | Sell |
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|
2020
Q2 | $16K | Buy |
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