Integrated Wealth Concepts’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
|
|||||
|
2025
Q1 | $3.16M | Sell |
|
|||||
|
2024
Q4 | $3.99M | Sell |
|
|||||
|
2024
Q3 | $5.26M | Buy |
|
|||||
|
2024
Q2 | $3.53M | Buy |
|
|||||
|
2024
Q1 | $2.68M | Buy |
|
|||||
|
2023
Q4 | $1.95M | Sell |
|
|||||
|
2023
Q3 | $2.29M | Buy |
|
|||||
|
2023
Q2 | $1.74M | Buy |
|
|||||
|
2023
Q1 | $1.16M | Buy |
|
|||||
|
2022
Q4 | $762K | Buy |
|
|||||
|
2022
Q3 | $476K | Sell |
|
|||||
|
2022
Q2 | $557K | Sell |
|
|||||
|
2022
Q1 | $1.41M | Sell |
|
|||||
|
2021
Q4 | $4.58M | Buy |
|
|||||
|
2021
Q3 | $3.73M | Buy |
|
|||||
|
2021
Q2 | $854K | Buy |
|
|||||
|
2021
Q1 | $542K | Buy |
|
|||||
|
2020
Q4 | $291K | Buy |
|
|||||
|
2020
Q3 | $264K | Buy |
|
|||||
|
2020
Q2 | $224K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $307K | Sell |
|
|||||
|
2019
Q3 | $315K | Buy |
|