IMPACTfolio’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
Q1 | – | Sell |
-56,673
| Closed | -$2.3M | – | 51 |
|
2024
Q4 | $2.3M | Buy |
+56,673
| New | +$2.3M | 1.2% | 13 |
|
2022
Q4 | – | Sell |
-50,197
| Closed | -$1.81M | – | 51 |
|
2022
Q3 | $1.81M | Buy |
50,197
+109
| +0.2% | +$3.93K | 1.76% | 13 |
|
2022
Q2 | $2.05M | Buy |
50,088
+3,072
| +7% | +$126K | 1.93% | 11 |
|
2022
Q1 | $2.27M | Buy |
+47,016
| New | +$2.27M | 1.69% | 12 |
|