Lowe Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2
| Closed | -$75 | – | 365 |
|
|
2023
Q2 | $75 | Hold |
2
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $75 | Hold |
2
| – | – | ﹤0.01% | 346 |
|
|
2022
Q4 | $74 | Hold |
2
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 357 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 342 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 315 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 300 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 291 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 295 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 286 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 292 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 324 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 348 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 328 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 308 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 318 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 299 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 309 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 312 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 263 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 270 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 274 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 256 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 233 |
|
|
2017
Q1 | $0 | Sell |
2
-71
| -97% | – | ﹤0.01% | 245 |
|
|
2016
Q4 | $2K | Sell |
73
-73
| -50% | -$2K | ﹤0.01% | 200 |
|
|
2016
Q3 | $5K | Buy |
+146
| New | +$5K | ﹤0.01% | 161 |
|