Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.58M | Buy |
38,626
+400
| +1% | +$16.3K | 1.03% | 34 |
|
|
2022
Q1 | $1.85M | Buy |
38,226
+1,790
| +5% | +$86.5K | 1.04% | 34 |
|
|
2021
Q4 | $1.89M | Buy |
36,436
+3,630
| +11% | +$188K | 1.04% | 35 |
|
|
2021
Q3 | $1.46M | Buy |
32,806
+10,245
| +45% | +$455K | 0.89% | 42 |
|
|
2021
Q2 | $1M | Buy |
22,561
+7,390
| +49% | +$328K | 0.61% | 60 |
|
|
2021
Q1 | $599K | Buy |
15,171
+2,125
| +16% | +$83.9K | 0.4% | 76 |
|
|
2020
Q4 | $477K | Buy |
13,046
+1,230
| +10% | +$45K | 0.35% | 83 |
|
|
2020
Q3 | $417K | Buy |
11,816
+3,115
| +36% | +$110K | 0.35% | 80 |
|
|
2020
Q2 | $303K | Buy |
8,701
+2,015
| +30% | +$70.2K | 0.28% | 86 |
|
|
2020
Q1 | $207K | Buy |
6,686
+1,270
| +23% | +$39.3K | 0.24% | 90 |
|
|
2019
Q4 | $209K | Buy |
+5,416
| New | +$209K | 0.18% | 112 |
|