Lake Hills Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-121,841
| Closed | -$4.96M | – | 71 |
|
|
2024
Q4 | $4.96M | Buy |
+121,841
| New | +$4.96M | 3.38% | 11 |
|
|
2024
Q3 | – | Sell |
-171,172
| Closed | -$6.57M | – | 58 |
|
|
2024
Q2 | $6.57M | Buy |
171,172
+122,441
| +251% | +$4.7M | 4.72% | 6 |
|
|
2024
Q1 | $1.93M | Buy |
+48,731
| New | +$1.93M | 1.73% | 23 |
|
|
2022
Q1 | – | Sell |
-72,137
| Closed | -$3.74M | – | 65 |
|
|
2021
Q4 | $3.74M | Buy |
+72,137
| New | +$3.74M | 2.64% | 12 |
|