HM Payson & Co’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
Q1 | $3.81K | Buy |
+91
| New | +$3.81K | ﹤0.01% | 923 |
|
2024
Q1 | – | Sell |
-37
| Closed | -$1.48K | – | 1018 |
|
2023
Q4 | $1.48K | Buy |
+37
| New | +$1.48K | ﹤0.01% | 916 |
|
2020
Q2 | – | Sell |
-55
| Closed | -$2K | – | 946 |
|
2020
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 873 |
|
2019
Q4 | $2K | Sell |
55
-362
| -87% | -$13.2K | ﹤0.01% | 899 |
|
2019
Q3 | $16K | Hold |
417
| – | – | ﹤0.01% | 760 |
|
2019
Q2 | $15K | Buy |
+417
| New | +$15K | ﹤0.01% | 769 |
|