HWM
Horizons Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
39,697
+1,033
| +3% | +$42.8K | 1.17% | 20 |
|
|
2025
Q1 | $1.62M | Buy |
38,664
+1,353
| +4% | +$56.6K | 1.2% | 20 |
|
|
2024
Q4 | $1.52M | Buy |
37,311
+1,467
| +4% | +$59.7K | 1.16% | 20 |
|
|
2024
Q3 | $1.6M | Sell |
35,844
-462
| -1% | -$20.6K | 1.23% | 21 |
|
|
2024
Q2 | $1.47M | Sell |
36,306
-1,086
| -3% | -$44K | 1.16% | 21 |
|
|
2024
Q1 | $1.5M | Hold |
37,392
| – | – | 0.98% | 20 |
|
|
2023
Q4 | $1.5M | Buy |
37,392
+35,771
| +2,207% | +$1.43M | 0.98% | 20 |
|
|
2023
Q3 | $55.2K | Buy |
1,621
+1,574
| +3,349% | +$53.6K | 0.04% | 86 |
|
|
2023
Q2 | $1.77K | Buy |
+47
| New | +$1.77K | ﹤0.01% | 198 |
|