Independence Bank of Kentucky’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 | $400K | Sell |
9,663
-1,161
| -11% | -$48.1K | 0.06% | 218 |
|
2025
Q1 | $453K | Buy |
10,824
+5
| +0% | +$209 | 0.07% | 200 |
|
2024
Q4 | $440K | Buy |
10,819
+5,790
| +115% | +$235K | 0.07% | 203 |
|
2024
Q3 | $225K | Sell |
5,029
-250
| -5% | -$11.2K | 0.05% | 241 |
|
2024
Q2 | $203K | Sell |
5,279
-238
| -4% | -$9.14K | 0.05% | 226 |
|
2024
Q1 | $218K | Buy |
5,517
+35
| +0.6% | +$1.38K | 0.07% | 211 |
|
2023
Q4 | $220K | Sell |
5,482
-250
| -4% | -$10K | 0.08% | 195 |
|
2023
Q3 | $195K | Buy |
5,732
+1,025
| +22% | +$34.9K | 0.08% | 174 |
|
2023
Q2 | $177K | Sell |
4,707
-125
| -3% | -$4.71K | 0.07% | 175 |
|
2023
Q1 | $181K | Buy |
4,832
+1,054
| +28% | +$39.4K | 0.08% | 166 |
|
2022
Q4 | $140K | Buy |
+3,778
| New | +$140K | 0.06% | 188 |
|