JD Financial Services’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
2021
Q4
$303K Sell
5,843
-18,322
-76% -$950K 0.25% 26
2021
Q3
$1.07M Sell
24,165
-1,803
-7% -$80.1K 0.98% 18
2021
Q2
$1.15M Sell
25,968
-83,804
-76% -$3.71M 1.07% 19
2021
Q1
$4.34M Buy
109,772
+5,652
+5% +$223K 5.5% 4
2020
Q4
$3.81M Buy
+104,120
New +$3.81M 4.15% 9