Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,048
| Closed | -$298K | – | 105 |
|
|
2017
Q4 | $298K | Sell |
9,048
-265
| -3% | -$8.73K | 0.19% | 78 |
|
|
2017
Q3 | $300K | Buy |
9,313
+2
| +0% | +$64 | 0.2% | 73 |
|
|
2017
Q2 | $300K | Sell |
9,311
-93
| -1% | -$3K | 0.21% | 71 |
|
|
2017
Q1 | $297K | Sell |
9,404
-1,017
| -10% | -$32.1K | 0.22% | 68 |
|
|
2016
Q4 | $320K | Sell |
10,421
-7,950
| -43% | -$244K | 0.23% | 65 |
|
|
2016
Q3 | $602K | Buy |
+18,371
| New | +$602K | 0.45% | 48 |
|