Horizon Financial Services’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
Q2 | $2.82M | Sell |
68,159
-319
| -0.5% | -$13.2K | 1.5% | 20 |
|
2025
Q1 | $2.87M | Buy |
68,478
+12,222
| +22% | +$511K | 1.6% | 19 |
|
2024
Q4 | $2.29M | Buy |
56,256
+725
| +1% | +$29.5K | 1.29% | 24 |
|
2024
Q3 | $2.48M | Buy |
55,531
+1,530
| +3% | +$68.3K | 1.47% | 22 |
|
2024
Q2 | $2.07M | Sell |
54,001
-2,019
| -4% | -$77.6K | 1.31% | 23 |
|
2024
Q1 | $2.21M | Buy |
56,020
+49,613
| +774% | +$1.96M | 1.42% | 24 |
|
2023
Q4 | $257K | Buy |
+6,407
| New | +$257K | 0.18% | 48 |
|