Mark Sheptoff Financial Planning’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 | $8.91K | Hold |
215
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $9K | Hold |
215
| – | – | 0.01% | 330 |
|
|
2024
Q4 | $8.74K | Hold |
215
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $9.6K | Hold |
215
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $8.26K | Buy |
+215
| New | +$8.26K | ﹤0.01% | 333 |
|
|
2023
Q1 | – | Sell |
-182
| Closed | -$6.72K | – | 399 |
|
|
2022
Q4 | $6.72K | Buy |
+182
| New | +$6.72K | ﹤0.01% | 296 |
|
|
2020
Q3 | – | Sell |
-27
| Closed | -$1K | – | 369 |
|
|
2020
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 350 |
|
|
2020
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 333 |
|
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 357 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 352 |
|
|
2019
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 345 |
|
|
2019
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 347 |
|