Mark Sheptoff Financial Planning’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9K | Hold |
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|
2025
Q1 | $9K | Hold |
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|
2024
Q4 | $8.74K | Hold |
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|
2024
Q3 | $9.6K | Hold |
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|
2024
Q2 | $8.26K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.72K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Buy |
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