JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-207
| Closed | -$8K | – | 764 |
|
|
2022
Q2 | $8K | Sell |
207
-169
| -45% | -$6.53K | ﹤0.01% | 522 |
|
|
2022
Q1 | $18K | Hold |
376
| – | – | ﹤0.01% | 425 |
|
|
2021
Q4 | $19K | Hold |
376
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $17K | Buy |
+376
| New | +$17K | ﹤0.01% | 442 |
|
|
2019
Q2 | – | Sell |
-102
| Closed | -$4K | – | 700 |
|
|
2019
Q1 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 475 |
|
|
2016
Q4 | – | Sell |
-1,396
| Closed | -$46K | – | 1372 |
|
|
2016
Q3 | $46K | Buy |
+1,396
| New | +$46K | 0.01% | 556 |
|