IMZ Advisory’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 | $639K | Sell |
15,265
-1,686
| -10% | -$70.5K | 0.26% | 20 |
|
|
2025
Q1 | $709K | Sell |
16,951
-48,913
| -74% | -$2.05M | 0.32% | 20 |
|
|
2024
Q4 | $2.68M | Buy |
65,864
+22,772
| +53% | +$926K | 1.22% | 14 |
|
|
2024
Q3 | $1.88M | Sell |
43,092
-7,378
| -15% | -$321K | 0.87% | 17 |
|
|
2024
Q2 | $1.94M | Sell |
50,470
-11,871
| -19% | -$456K | 0.97% | 17 |
|
|
2024
Q1 | $2.46M | Buy |
62,341
+2,173
| +4% | +$85.9K | 1.27% | 15 |
|
|
2023
Q4 | $2.31M | Buy |
+60,168
| New | +$2.31M | 1.24% | 15 |
|