Mariner Independent Advisor Network’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
Q3 | $3.71M | Buy |
103,098
+2,362
| +2% | +$85.1K | 0.16% | 147 |
|
|
2022
Q2 | $4.17M | Buy |
100,736
+4,859
| +5% | +$201K | 0.18% | 139 |
|
|
2022
Q1 | $4.65M | Buy |
95,877
+30,333
| +46% | +$1.47M | 0.18% | 134 |
|
|
2021
Q4 | $3.36M | Buy |
65,544
+29,539
| +82% | +$1.52M | 0.16% | 153 |
|
|
2021
Q3 | $1.6M | Sell |
36,005
-3,663
| -9% | -$163K | 0.08% | 266 |
|
|
2021
Q2 | $1.76M | Buy |
39,668
+4,040
| +11% | +$179K | 0.08% | 262 |
|
|
2021
Q1 | $1.41M | Buy |
35,628
+1,405
| +4% | +$55.5K | 0.07% | 264 |
|
|
2020
Q4 | $1.25M | Buy |
+34,223
| New | +$1.25M | 0.07% | 260 |
|
|
2017
Q2 | – | Sell |
-183,882
| Closed | -$5.81M | – | 342 |
|
|
2017
Q1 | $5.81M | Buy |
+183,882
| New | +$5.81M | 0.71% | 32 |
|