Intergy Private Wealth’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
Q3 | $469K | Sell |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $527K | Buy |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $632K | Sell |
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|
2023
Q3 | $984K | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.14M | Buy |
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