Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $456K | Sell |
11,215
-374
| -3% | -$15.2K | 0.34% | 46 |
|
|
2024
Q3 | $517K | Buy |
11,589
+102
| +0.9% | +$4.55K | 0.15% | 136 |
|
|
2024
Q2 | $441K | Buy |
11,487
+569
| +5% | +$21.8K | 0.12% | 148 |
|
|
2024
Q1 | $432K | Buy |
10,918
+432
| +4% | +$17.1K | 0.13% | 149 |
|
|
2023
Q4 | $420K | Buy |
10,486
+530
| +5% | +$21.2K | 0.14% | 138 |
|
|
2023
Q3 | $339K | Buy |
+9,956
| New | +$339K | 0.12% | 149 |
|
|
2023
Q1 | $300K | Buy |
+8,034
| New | +$300K | 0.12% | 166 |
|
|
2022
Q4 | – | Sell |
-3,544
| Closed | -$127K | – | 1187 |
|
|
2022
Q3 | $127K | Buy |
+3,544
| New | +$127K | 0.05% | 228 |
|