LWANC
Laurel Wealth Advisors (North Carolina)’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
83,755
+81,733
| +4,042% | +$1.97M | 0.03% | 196 |
|
|
2025
Q1 | $84.6K | Buy |
2,022
+1
| +0% | +$42 | 0.01% | 255 |
|
|
2024
Q4 | $82.2K | Hold |
2,021
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $90.2K | Sell |
2,021
-307
| -13% | -$13.7K | 0.01% | 247 |
|
|
2024
Q2 | $89.4K | Sell |
2,328
-2,313
| -50% | -$88.8K | 0.02% | 238 |
|
|
2024
Q1 | $183K | Sell |
4,641
-3,062
| -40% | -$121K | 0.03% | 181 |
|
|
2023
Q4 | $309K | Sell |
7,703
-2,092
| -21% | -$83.8K | 0.06% | 143 |
|
|
2023
Q3 | $334K | Buy |
9,795
+2,116
| +28% | +$72.1K | 0.07% | 132 |
|
|
2023
Q2 | $289K | Sell |
7,679
-402
| -5% | -$15.2K | 0.06% | 140 |
|
|
2023
Q1 | $302K | Sell |
8,081
-277
| -3% | -$10.4K | 0.06% | 139 |
|
|
2022
Q4 | $309K | Buy |
8,358
+949
| +13% | +$35K | 0.07% | 132 |
|
|
2022
Q3 | $267K | Sell |
7,409
-210
| -3% | -$7.57K | 0.07% | 134 |
|
|
2022
Q2 | $311K | Buy |
7,619
+173
| +2% | +$7.06K | 0.08% | 134 |
|
|
2022
Q1 | $360K | Buy |
7,446
+1,511
| +25% | +$73.1K | 0.08% | 135 |
|
|
2021
Q4 | $308K | Buy |
5,935
+1,038
| +21% | +$53.9K | 0.06% | 137 |
|
|
2021
Q3 | $218K | Buy |
4,897
+1,491
| +44% | +$66.4K | 0.05% | 156 |
|
|
2021
Q2 | $151K | Buy |
3,406
+90
| +3% | +$3.99K | 0.03% | 186 |
|
|
2021
Q1 | $131K | Buy |
3,316
+11
| +0.3% | +$435 | 0.03% | 184 |
|
|
2020
Q4 | $121K | Sell |
3,305
-207
| -6% | -$7.58K | 0.03% | 182 |
|
|
2020
Q3 | $124K | Buy |
3,512
+392
| +13% | +$13.8K | 0.04% | 169 |
|
|
2020
Q2 | $109K | Sell |
3,120
-1,126
| -27% | -$39.3K | 0.04% | 170 |
|
|
2020
Q1 | $132K | Buy |
4,246
+811
| +24% | +$25.2K | 0.05% | 146 |
|
|
2019
Q4 | $133K | Buy |
3,435
+1,044
| +44% | +$40.4K | 0.04% | 164 |
|
|
2019
Q3 | $94K | Sell |
2,391
-102
| -4% | -$4.01K | 0.03% | 187 |
|
|
2019
Q2 | $92K | Buy |
2,493
+102
| +4% | +$3.76K | 0.03% | 187 |
|
|
2019
Q1 | $87K | Sell |
2,391
-27
| -1% | -$982 | 0.03% | 187 |
|
|
2018
Q4 | $75K | Buy |
+2,418
| New | +$75K | 0.03% | 185 |
|