ICA Group Wealth Management’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
Q2 | – | Sell |
-907
| Closed | -$35.9K | – | 1348 |
|
2024
Q1 | $35.9K | Sell |
907
-6
| -0.7% | -$237 | 0.01% | 629 |
|
2023
Q4 | $36.6K | Buy |
+913
| New | +$36.6K | 0.01% | 586 |
|
2023
Q3 | – | Sell |
-971
| Closed | -$36.6K | – | 1256 |
|
2023
Q2 | $36.6K | Buy |
971
+252
| +35% | +$9.5K | 0.01% | 558 |
|
2023
Q1 | $26.9K | Buy |
719
+587
| +445% | +$21.9K | 0.01% | 607 |
|
2022
Q4 | $4.88K | Buy |
+132
| New | +$4.88K | ﹤0.01% | 971 |
|