Mascoma Wealth Management’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
Q3 | $4.04K | Hold |
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|
2025
Q2 | $3.98K | Hold |
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2025
Q1 | $4.02K | Hold |
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|
2024
Q4 | $3.9K | Hold |
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|
2024
Q3 | $4.29K | Hold |
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|
2024
Q2 | $3.69K | Hold |
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|
2024
Q1 | $3.79K | Hold |
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|
2023
Q4 | $3.85K | Hold |
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|
2023
Q3 | $3.27K | Hold |
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|
2023
Q2 | $3.59K | Sell |
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|
2023
Q1 | $17.4K | Hold |
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|
2022
Q4 | $17K | Hold |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $18K | Buy |
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