IAG Wealth Partners’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 | $1.83K | Buy |
+44
| New | +$1.83K | ﹤0.01% | 444 |
|
|
2023
Q4 | – | Sell |
-801
| Closed | -$27.3K | – | 481 |
|
|
2023
Q3 | $27.3K | Sell |
801
-250
| -24% | -$8.52K | 0.01% | 197 |
|
|
2023
Q2 | $39.6K | Sell |
1,051
-381
| -27% | -$14.4K | 0.01% | 175 |
|
|
2023
Q1 | $53.5K | Sell |
1,432
-474
| -25% | -$17.7K | 0.01% | 139 |
|
|
2022
Q4 | $70.4K | Hold |
1,906
| – | – | 0.02% | 117 |
|
|
2022
Q3 | $69K | Sell |
1,906
-2,911
| -60% | -$105K | 0.02% | 104 |
|
|
2022
Q2 | $197K | Sell |
4,817
-1,257
| -21% | -$51.4K | 0.06% | 67 |
|
|
2022
Q1 | $293K | Sell |
6,074
-547
| -8% | -$26.4K | 0.09% | 50 |
|
|
2021
Q4 | $343K | Buy |
6,621
+538
| +9% | +$27.9K | 0.11% | 48 |
|
|
2021
Q3 | $271K | Sell |
6,083
-112
| -2% | -$4.99K | 0.1% | 44 |
|
|
2021
Q2 | $275K | Buy |
6,195
+274
| +5% | +$12.2K | 0.1% | 43 |
|
|
2021
Q1 | $234K | Buy |
5,921
+252
| +4% | +$9.96K | 0.09% | 44 |
|
|
2020
Q4 | $208K | Sell |
5,669
-1,443
| -20% | -$52.9K | 0.08% | 52 |
|
|
2020
Q3 | $251K | Sell |
7,112
-2,943
| -29% | -$104K | 0.12% | 45 |
|
|
2020
Q2 | $351K | Buy |
+10,055
| New | +$351K | 0.17% | 40 |
|