JFS Wealth Advisors’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 | $5.72M | Buy |
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|
2025
Q1 | $5.67M | Buy |
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|
2024
Q4 | $4.58M | Buy |
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|
2024
Q3 | $4.44M | Buy |
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|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $3.04M | Sell |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.9M | Buy |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $2.39M | Sell |
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|
2021
Q4 | $2.74M | Buy |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $3K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
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|
2017
Q4 | $1K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2K | Buy |
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