LongView 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
Q2 | $748K | Buy |
18,065
+78
| +0.4% | +$3.23K | 0.23% | 89 |
|
|
2025
Q1 | $753K | Buy |
17,987
+1,387
| +8% | +$58K | 0.23% | 88 |
|
|
2024
Q4 | $675K | Buy |
16,600
+3,516
| +27% | +$143K | 0.21% | 90 |
|
|
2024
Q3 | $584K | Sell |
13,084
-1,215
| -8% | -$54.3K | 0.19% | 97 |
|
|
2024
Q2 | $549K | Sell |
14,299
-328
| -2% | -$12.6K | 0.2% | 92 |
|
|
2024
Q1 | $578K | Sell |
14,627
-3,685
| -20% | -$146K | 0.23% | 86 |
|
|
2023
Q4 | $724K | Buy |
+18,312
| New | +$724K | 0.32% | 70 |
|